About manager linking errors

Manager accounts have a set of limitations when it comes to linking. You may encounter one or more of these limitations when attempting to link your accounts. If you encounter an error message after entering an account ID and clicking Continue in the account linking workflow, then you have most likely run into one of the linking limitations described in this article.

Linking Error Causes

  1. The account is already linked to a manager in the same hierarchy
  2. Manager accounts with a shared client account can’t be part of the same hierarchy
  3. You have reached the limit of 1 manager directly managing another manager
  4. You have reached the limit of 5 manager levels
  5. You have reached the limit of 5 managers managing 1 client account
  6. You have reached the maximum number of accounts
  7. You have reached the maximum number of pending invitations

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Manager account Client account Error Acceptable Supported link Unsupported link

1. The account is already linked to a manager in the same hierarchy

Error message: “Invitee is already client by another manager in your hierarchy.”*

An account can only be linked once within the same manager hierarchy. The example below illustrates this concept. In it, manager 1 is linked to Manager 2 and Client 1. Manager 2 cannot be linked to Client 1 because this would mean that two managers in the same hierarchy (for example, two managers linked to one another) were linked directly to the same client (non-manager) account. Note: You can have up to 5 managers directly linked to the same client account as long as the managers are not part of the same hierarchy. 

Solution:

In order to link Manager 2 and Client 1, you must first unlink Client 1 from Manager 1.

*Error messages are subject to updates and may change over time.

2. Manager accounts with a shared client account can’t be part of the same hierarchy

Error message: “The client would be linked more than once in a hierarchy.”*

An account can only be linked once within the same manager hierarchy. In the example below, Manager 1 and Manager 2 are both linked to Client 1. In this situation, Manager 1 cannot be linked to Manager 2 because it would cause Client 1 to be linked directly to two managers in the same hierarchy (for example, two managers linked to one another). 

 

Solution:

To link Manager 1 and Manager 2, you must first unlink Manager 1 and Client 1.

*Error messages are subject to updates and may change over time.

3. You have reached the limit of 1 manager directly managing another manager

Error message: “You have reached the maximum number of managers.”*

A manager account can only have 1 manager linked directly above it. 
Note that this limit only applies to manager accounts. A client account can have up to 5 managers linked directly to it. 

Solution:

If Manager 2 is already linked to Manager 3 and you want to link Manager 1 to Manager 3, you need to link Manager 1 above Manager 2 or unlink Manager 2 from Manager 3.

*Error messages are subject to updates and may change over time.

4. You have reached the limit of 5 manager levels

Error message: “Linking invitee would exceed the maximum number of allowable sub-manager levels.”*

Manager structures can only be 5 levels deep, which means that you can only have 5 managers on top of each other in your manager account structure.

Note: If you receive this error message and you see fewer than 5 manager levels in the hierarchy, then there are likely additional manager accounts above your top-level manager account that you cannot see because you lack access.

Solution: 

Link your new manager account at least one level above the fifth manager account in the hierarchy or unlink one or more existing managers in the hierarchy.

*Error messages are subject to updates and may change over time.

5. You have reached the limit of 5 managers managing 1 client account

Error message: “You have reached the maximum number of managers.”*

Client accounts (i.e., non-manager accounts) can only have up to 5 manager accounts linked directly to them.

Solution:

Link your new manager account to one of the existing manager accounts or unlink one of the existing manager accounts before linking your new manager account.

*Error messages are subject to updates and may change over time.

6. You have reached the maximum number of accounts

Error message: “You have the maximum number of accounts.”*

Each manager account has a maximum account limit, which is the maximum number of client accounts your manager account can be linked to at any given time. If you receive an error stating that you’ve reached the maximum number of allowable accounts, then linking an additional account will cause you to exceed your maximum account limit. 

Solution:

In order to bring your manager account under the account limit, you must cancel some accounts or unlink accounts from your manager account.

*Error messages are subject to updates and may change over time.

7. You have reached the maximum number of pending invitations

Error message: “You have reached the maximum number of pending invitations.”*

The maximum number of pending invitations is 20. You can see your pending invitations in your manager account under Accounts > Management. If your manager account already has 20 pending invitations, then you cannot invite additional client accounts. 

Solution:

To reduce the number of pending invitations, you can ask administrative users on the requested accounts to approve the linking invites or you can revoke the invites if they are no longer needed. 

*Error messages are subject to updates and may change over time.

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