Linking Agents/Customers
Linking Agents/Customers
TransVirtual allows for a link directly between Agents and/or Customers also using TransVirtual for Consignment, Scan, Status and POD information to flow between your accounts
Requesting Link to an Agent/Customer
1. Locate the agent/customer card file Home>Card Files> Agent/Supplier List or Customer List
2. From the right hand side of the card detail view select the below option to request link
3. Enter TransVirtual Number of the Agent/Customer you are linking to
a. This can be located from the customers main page upon logging in as below
4. This will send a request to the Agent/Customer that you linking too
Accepting Link to an Agent/Customer
3. You can now do one of the following
Accepting Link to an Agent/Customer
1. You will receive a notification to for you to become a customer/agent at the top right hand corner near your name as below 
2. This will take you to the below screen
Once accepted, you will see this new Agent/Customer in your Agent/Supplier or Customer list. Some of the information about this client is pre-populated. It will still need to be checked and extra details filled out.
c. You can Reject the request.
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