Link Contacts to One or More Contacts

Sensr Portal provides the functionality to link one contact account to many other contacts and vice versa.  Linking contacts is beneficial in several scenarios, such as granting access for one spouse to another spouse's contact, allowing an accountant to access an investor's information, or allowing a financial advisor to access their clients' investments.

How to Link Contacts

  1. Navigate to Functions and select Permissions from the menu.
  2. The page is organized in tabbed format. Click on the Linked Contacts tab.
  3. The page is divided in two sections:
    1. Add a Linked Contact - Use the Allow dropdown menu to select the dependent contact. Use the To have access to drop-down menu to select which contact to link the dependent contact to.
    2. Linked Contacts - Use the Linked Contacts and Alternative Emails columns in the linked Contacts section to verify and manage any linked contacts in your system. Simply click Add under Alt Email column and Unlink under the Manage column to modify the linked contacts.

  1. Click Link Contacts.

IMPORTANT: Use the checkbox: Allow contact to receive a copy of all email updates and newsletters for the selected account to choose if you want the dependent contact to be CC'd on emails to the accessible account.

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