Summary / When to Use This
Use Affiliated Accounts when a single project needs customer users from more than one account (for example, a parent company and a subsidiary, or a partner). Affiliations are set at the project level. Once added, you can invite customer users from either the primary Account on the project or any affiliated account.
Before You Begin
You need permission to edit the project (Project Owner, Admin, or Creator access).
The accounts you plan to affiliate must already exist under Customers in OnRamp.
Steps to Follow
1. Open the project
Go to Projects, then click the project name to open it.
2. Add an affiliated account
Open the Settings tab on the project.
In the Account section, click Add Affiliated Account.
In the dropdown with search, start typing the account name and select it.
3. Invite customer users from any affiliated account
In the upper-right, click Members.
Click Add Customer User.
Use the Account picker to choose either:
The project’s primary Account, or
One of the Affiliated Accounts you added
Search/select the customer user from that account, set their access, and click Invite.
4. Manage or remove affiliations (optional)
Return to Settings → Account.
In the Affiliated Accounts list, use the ellipsis (⋮) to edit or remove an affiliation.
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 in Customers, then come back to the project to affiliate it.
Removing an affiliation: This doesn’t automatically remove users you’ve already invited. To revoke access, go to Members and remove the user from the project.
Primary account vs. affiliated: The project’s Account remains the primary customer record. Affiliations simply broaden who you can invite to collaborate.