For the complete documentation index, see llms.txt. This page is also available as Markdown.

Multiple account access for a single user

Some customers manage more than one billing account — a parent company with several subsidiaries, an agency handling multiple clients, or a buyer who owns separate subscriptions. Rather than maintaining a separate login per account, PeakCommerce lets a single user reach all the accounts they're entitled to, so they sign in once and move between them.

How a user is linked to an account

A customer user is tied to a billing account through the External Account linked on their user record — the same value shown in the External Account column of Settings → Users. To grant one person access to several accounts, link the additional accounts to that user's record so each one resolves to the same identity.

Working across accounts

When a user is entitled to more than one account, the customer portal lets them choose which account to work in and remembers that choice across sessions until they switch again. Everything they see — subscriptions, invoices, payment methods — reflects the account they currently have selected.

How it works

Access is resolved per account: the platform checks which External Accounts a user is bound to and scopes the portal to those accounts only. Granting or removing an account changes what the user can reach immediately on their next visit — there's no separate per-account password.

Gotchas

  • Multiple-account access applies to Customer users tied to billing accounts; staff roles (Admin/CSR/Partner) get their breadth from roles and profiles instead. See User Roles.

  • Deactivating any one of the linked accounts in the billing system can remove that account from the user's reach without affecting the others.

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