If you have a client who is associated with more than one company but uses the same email address, you can link both client files so that they can access both companies through a single login,  please follow the steps below;

• Navigate to The Client File you want to Link. 
• Scroll down to the Main Contact or Secondary Contact Section depending on who you are wanting to link. 
• Select the 'Person' Field drop down
• Search for the Directors name, it will have the other Client file in brackets 
• Select them.

This will link the Client File to the others, you can see below that the person field is now showing any other Client Files linked. 

You can now update the Client File. 

Please note if you have a Client File that is Registered then you will link the Non Registered File to the Registered one.