Client Portal: household and team accounts (one login manages several contacts)
P
Paul Okelo
Many businesses sell family and team plans: one person pays, several people use the service. We need:
- A parent/guardian login that can see and book for linked contacts (e.g. children under 18), using contact-to-contact associations or a custom object as the "account."
- Each adult keeps their own login and their own private data.
- The person who pays sees billing and shared usage, but not other members' private files or records.
Please also make the "same email = one merged login" behavior optional. Families often share an email, and merging them exposes one person's files and documents to everyone in the household.
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