Dual users with one OneClick - Same email address
Situation - Husband, Wife, Company all use 1 email address.
We need the above to have 1 login but the facility for us to choose who we are messaging. The notification goes straight to the shared email inbox but it advises 'Wife has a new message' or 'Company has a new message' - We can then see who replies, see who approves documents.
At this moment you can have a dual login where users can see eachother's messages and documents but if the main client is the husband it will show that he has authorised the documents, he is the person you have messaged and replied.
We need this so when we are sending tax returns to dual accounts for approval it looks like it's authorised from the 'Wife' not husband/main client activated.
It goes to their messages and documents but looks wrong when approved or replied to.
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Katie Parkes commented
I have checked with support - this is not currently possible.