How do I link dependents with their account managers?

Linking Dependents with Account Managers in opus1.io To establish the relationship between dependents and their account managers in opus1.io, follow steps in this article

 

To link dependents with their account managers, navigate to a client's profile and click Update Profile

 

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Scroll down to the sections labeled Account Managers and Dependents.

Select another client's profile from the dropdown menus under each section. 

Note that you may link multiple account managers or dependents, which can be linked all at once by adding multiple names from either drop-down menu.   

 

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If you are linking dependents to the current client's profile, select their names from the drop-down menu under Dependents.  

 

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If you are linking account managers to the current client's profile, select their names from the drop-down menu under Account Managers

 

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Scroll down to the bottom of the page and click Update to save your changes. Your client's dependents or account managers will now display as linked to their profile: 

 

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