Assign Business Lines to your Clients

Assign a Business Line to a Client

When sending an invitation to a client, whether an individual or a company, you can assign them one or more Business Lines. To do that, follow these steps:

  1. Make sure that you are in the correct entity and go to Portfolios.
  2. Select a Portfolio.
  3. Choose an user and click on Business Lines in the drop-down menu.
  4. Click on +add Business Line button.
  5. Select a Business Line and fill the fields. Finaly click on Assign.

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Unassign a Business Line from a client

Unassign a Business Line from a client using the trash icon on the right.

unassign BL from a client new.png