Link Users to Partner Clients

Partner Managers can link users to Partner Clients through the Administration module.   Read more about editing users.

1. From Quadra, access Administration.
2. On the left menu, go to the Users section and click Users.  
   
   
3. Select a user from the grid and click Edit under the action menu. 
   
4. Under the Clients section of the Edit User page, add Clients and Accounts using the drop-down menus.
   
   
5. Click Save User.

If you select a Partner as a client, the user will have access to every client linked to that particular Partner.