Agency Administrators can link accounts that meet the following requirements:
- At least two accounts (which are not already linked) must be selected.
- Selecting an account which belongs to a family also automatically links all other accounts in that family.
The steps to link accounts are listed below:
- Click People tab
- Switch on Link accounts
- Select checkboxes next to required accounts
- Note: Selecting any one member of a family also selects and greys out other members of that family
- Click Continue to link Accounts and open the Linked Accounts page