How do I link another client to my dashboard?

To link another client to your dashboard, follow the below steps:
  1. You need to provide evidence that the additional client is engaging your business by providing the following:
    1. A letter or email awarding you the project or work.
    2. 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.
  2. 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).
  3. 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.

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