Documentation
Company

A customer can be unlinked from a company. Follow the steps below:

  1. Open the dashboard of the customer you want to unlink from the company.
  2. Hover over the block menu of the 'Company Information' block.
  3. Click the gear icon.
  4. In the dropdown menu, click 'Unlink Company'.
  5. The message 'Are you sure you want to unlink this company?' will appear. Click 'Confirm'.
  6. The customer can now be linked to another company.
The following rights may be necessary in order to use this functionality.