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When teams are broken down by Portfolio, the process is very dynamic and changeable, as teams and client portfolios are reallocated all the time.

And with the virtual wallet within Contele Field Team Manager, you can list client portfolios simultaneously and enable employee switching immediately.

How to associate users in portfolios

Go to Settings > Users , select the user you want to edit and click on it.

In the right corner of the screen that opens, click on Edit User.

In User Wallets, create, add or remove the wallets you want for this user.

After the procedure, don't forget to save your changes. Now the wallets are already associated.

To associate more than one user at the same time, in existing wallets, go to Settings > Wallets > View Users > Associated Users: Then just select the users of your choice.

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