Add Affiliated Accounts to a Project

Last updated: March 13, 2026

Use Affiliated Accounts when a single project needs customer users from more than one account — for example, a parent company and subsidiary, or a vendor and a partner. Affiliations are set at the project level, and once added, you can invite users from any affiliated account just like the primary account.

Before You Begin

  • You need Project Owner, Admin, or Creator permissions on the project.
  • The accounts you want to affiliate must already exist under Customers in OnRamp.

Steps

  1. Go to Projects and open the project.
  2. Click the Settings tab.
  3. In the Account section, click Add Affiliated Account.
  4. Start typing the account name in the search dropdown and select it.
  5. To invite users from the affiliated account, click Members (upper right), then Add Customer User.
  6. Use the Account picker to choose either the primary account or any affiliated account, then search for and invite the user.

Managing Affiliations

  • To edit or remove an affiliation, return to Settings > Account and use the ellipsis (⋯) next to the affiliated account.
  • Removing an affiliation does not automatically remove users already invited. To revoke their access, go to Members and remove them manually.

Tips & Troubleshooting

  • Don’t see “Add Affiliated Account”? Check your permissions on the project.
  • Can’t find an account in the dropdown? Create it first under Customers, then return to affiliate it.
  • Getting a “User Already Exists” error? See Fix the “User Already Exists” Error When Adding a Project Member.