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Managing Sales Portals

Some users may have multiple Sales Portals to add to their accounts.

  1. From the Profile icon in the app, click Manage Sales Portals.

  2. When prompted to log out of your account, select Log out.

  3. From the Your Sales Portals screen, click Add.

  4. Follow the steps to add a Sales Portal.

Important

If the mobile app is set up using an MDM provider, this option will not be available to users. For more information about setting up the app with an MDM provider, read: Using the application with an MDM provider.

Disabling Sales Portal access

Administrators can disable Sales Portal access so that users cannot access the mobile app.

  1. From the admin panel, click Model settings → Mobile App.

  2. Under Access, click the Mobile App access toggle to disable access to the mobile app.