You and your customers can now add and edit profiles to create meaningful groups of the customers you have access to:
- Group your customers into meaningful sets.
- You can create profiles with any combination of customers that you have access to.
To add customers or maintain profiles, select Preferences in the top-right of the page and then select the Customers tab. This page has a section for adding customers to your username if they are not already added and a Profiles section where you can create, clone, edit or delete profiles.
After you have created your first profile, a Profiles section will appear in the customer list.
Select a profile in the customer list to filter the accounts list to only include those accounts which apply. The rest of the information on the page will be updated to show only the information with applies to the selected customers and accounts.