➕ How do I add Account Users?
Any account owner with
admin permissions can add
unlimited account users.
👉 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.
