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.

  1. Navigate to Functions > Permissions and click on the Linked Contacts tab.
  2. The page is divided in two sections:
    1. Add a Linked Contact  -
      1. Allow menu is used to select the dependent contact while To have access to menu is used to select which contact to link the dependent contact to. Once completed, click Assign to link the contacts.
    2. Linked Contacts
      1. Verify and manage the list of all linked contacts in the portal. Click Unassign under the Manage column to modify the linked contacts.

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

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