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HOW TO SHARE A PACKAGE BETWEEN CLIENTS?

 

  1. Make the Package Sharable:

    • Go to Company Settings > Packages

    • Click Edit on the specific package

    • Open the Additional Info tab

    • Click on Share

    • Select Manual Share, then click OK

  2. Share the Package with Another Client:

    • Go to the original client's profile

    • Locate the relevant package and click View

    • Click the “+” icon next to Package Sharing

    • Select the client you want to share the package with

✅ Once shared, both clients will be able to use the package, and it will appear on both profiles in the portal.