How do I use the Link User IDs option?

To optimize navigation between multiple user accounts, you can link your user IDs and switch easily between your accounts, following the steps below:

In the upper-right corner of the application, click [user initials] > Link User IDs.

• If you know the username and password for the account you wish to link:
  
  1. Enter the login information under the No Approval Needed heading.
  2. Click Link Accounts.
• If you do not know the username and password:
  
  1. Enter the username for the user account you wish to link to under the Approval Needed heading.
  2. Click Send link request.
     
     • This will send an email to that user with the option to accept your link request.

In order to switch to the user once it has been linked:

1. In the upper-right corner of the application, click [user initials] > Switch Account.
2. Click the name of the account holder. You must click the [user name] in order to switch to the user that has been linked. If you click anywhere else, it will not switch successfully.

Note that Link User IDs cannot be undone.

Setting up an account hierarchy is another way to link multiple accounts that offers different functionality than simply linking user IDs.

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