Linking FO and BO users

This excerpt is part of a master overview article, and for the complete links, you can access the full article here.

If a client user in Classic is a user for both the front office and back office, then those user accounts need to be linked to ensure correct client billing each month. This will prevent the client from being billed for duplicate user accounts.

If the user is only a front office user, and does not log into back office, then this does not apply.  Likewise, if the user only logs into back office, but not front office, then this does not apply. The process described below is required only if the user exists in both front office and back office.

 

1. To link accounts, log into AviontéBOLD.
2. Click on Account & Settings
3. Click on User Accounts
4. Search for the user, then click on the user to open their profile.
5. Click on Edit Access
6. Enable the Back Office > Back Office Login permission. This will display a required dropdown field of AUM Usernames to connect to this user.
   
   
    
7. Select the AUM Username to connect to this user, then confirm to enable the user to log in to Back Office with the chosen username.

This should be completed for each user that needs to log into both front office and back office. Once connected, the user can log into Back Office using the credentials tied to their AUM username.