The Linked Account feature allows users to associate another account under the same user. This feature is particularly beneficial when a user needs to manage different accounts simultaneously. For instance, a user may have an account with the email address "bob@windjammer.co" and another account with the email address "_bob@windjammer.co", which serves as an elevated or privileged account.
Both users need to be created before linking them together.
The primary purpose of Linked Account is to enhance user convenience and streamline account management.
Only one license is needed for each Linked Account pair.
Steps
- In a Small team or Enterprise data source, log in with an administrator.
- In the Ribbon, go to Administration – Users.
Administration tab - Select one of the users you want to pair, then click on Edit User....
Edit User - Go to the Linked Account tab.
- Select the other account from the dropdown.
Linked Account - Click OK to save the changes and close the window, then click on Close.
The accounts are now linked. It is possible to check which accounts are linked by going back to the User and Security Management window, which is under the Users button, and scrolling until the Linked Account column.
There is no primary or secondary account functionality with this feature; meaning the order in which they are linked does not matter and each can be unlinked to then be linked to a different account without issue.
To switch between both linked accounts, it is recommended to have a corresponding data source using each credential.