How do I link another client to my dashboard?
To link another client to your dashboard, follow the below steps:
- You need to provide evidence that the additional client is engaging your business by providing the following:
- A letter or email awarding you the project or work.
- An email from your client contact where they request you be approved in the system to undertake work.
Please send these to our support team via email.
- You will then receive a system invitation from Conserve, which allows you to share your dashboard with the new client (a pro-rated fee applies).
- Further information may be required before the additional client has access to your dashboard.
Note: Depending on the client, you may not be able to utilise the same dashboard.
Need more information? Our support team are here to help! Contact us at support@conserve.com.au or (02) 8883 1501.