How to use
If you haven't yet added multi-users to your nBanks account to share customer information, click here.
After adding your users:
Step 1:
Go to the Portfolio feature;
Step 2:
Click on Settings;
Step 3:
Click on Allocation Management;
Step 4:
Click on Add Allocation;
Step 5:
Select the user to allocate;
Step 6:
Click on Save;
Step 7:
Click Ok;
And that's it! From now on, you're sharing your customer's information with the Guest Collaborator.
