➕ How do I add Account Users?

⚠️ The account owner remains responsible for all activity performed under the account, including actions taken by authorized users. Access should only be granted to trusted individuals with a legitimate business need and should be promptly removed when no longer required.

👉 Select the ADMIN – MANAGE CLIENT – ADD USER

👉 Enter NEW User Information.

Required: First Name and User Name (recommend using email address).

💡Recommended: Select "Send New Account Setup eMail” - this will send the new user a link to complete the setup of their account. You must enter their address in the eMail field on left.

Click SAVE.

👉 Setup Account Permissions for NEW User.

Note: You can leave the default permissions unless they need additional Administrative access.

Click SAVE.

🔐 Best Practice: Grant each user only the permissions necessary to perform their job responsibilities. Review user access periodically and remove access immediately when an the user no longer requires access.