I Work with Multiple Clients in myCOI – Do I Need to Register with Each One?

If you work with multiple clients in myCOI, you may wonder whether you need to register separately with each one. The answer is yes; you will need to register for each client you work with.

Each client may have different compliance requirements and documentation needs, which necessitate separate registrations. This ensures that all information is accurately captured and managed according to each client's specifications.

To make the process easier, if you register using the same username and password for each client, it will link your accounts, allowing you to update all your contact information simultaneously.

If you have any questions about the registration process for different clients or need assistance, please don’t hesitate to reach out. We’re here to help you navigate your registrations effortlessly!