Add users to account Print

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If you want to add users to your account, follow these steps. You can add contacts who just receive notifications and also users who can log in to your account. 

Adding New Users

  1. Click your user name in the top right and select "User Management."
    user management
  2. Fill in the email and either allow them to have all permissions to your account, or click "Choose Permissions" and set the access you want them to have. Click to "Send Invite" when done.
    send user invite

Adding Contacts

Contacts only receive account notifications. They are not able to access the account.

  1. Click "New Contact" on the left when in your client dashboard.

  2. Fill in the details for this user.
  3. Select the email notification options and save.


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