Client relationships

Adding a family member

You can add family members to a client’s profile. Family members can perform actions on each other’s behalf, as well as share emails and Purchase Options. Additionally, a family member can opt to pay for another family member’s transactions. There is no limit on the number of family members a […]

Family members

A client profile can be linked to another client’s profile as a family member, friend, or other relationship. Linked profiles can perform actions on the other’s behalf, as well as share emails and Purchase Options. Additionally, a family member can opt to pay for another family member’s transactions. There is […]