How to Add an additional User/Admin account

Are you looking to add an additional user/admin account?

Would you like to create a limited-access user account?

This article will walk through how to add an additional user to your account.

  1. Navigate to the Account Settings
    To get there, click on the account name in the upper left corner.
    How_to_Add_additional_Users___Admin_to_my_Account1.png


  2. Click on the account name, and then the Account Settings
    How_to_Add_additional_Users___Admin_to_my_Account2.png


  3. When the Account Settings opens, click on the Account Details option.
    How_to_Add_additional_Users___Admin_to_my_Account3.png


    In the Account Details option, scroll down to the Admins section.
    Screen_Shot_2023-02-09_at_12.37.04_PM.png


  4. In the Admins section, click on the (+) symbol to Add a New Admin
    Screen_Shot_2023-02-09_at_12.36.53_PM.png


  5. Enter the User details.

    By default it will be created as a 'Full Access' account, to make it a Limited Access account, click on the 'Access Level' drop-down menu.
     
    How_to_Add_additional_Users___Admin_to_my_Account6.png

  6. You can select Limited Access from the three available options

    How_to_Add_additional_Users___Admin_to_my_Account7.png

  7. Once selected, you will then ALSO need to select which modules to provide access to.

    How_to_Add_additional_Users___Admin_to_my_Account8.png

  8. Choose as many options as required.

    How_to_Add_additional_Users___Admin_to_my_Account9.png

  9. Once Saved, the options will appear as in the example below.

    How_to_Add_additional_Users___Admin_to_my_Account11.png

  10. Once the account is created, the 'Level' will display either 'Limited' or 'Full'.

    How_to_Add_additional_Users___Admin_to_my_Account10.png

    This is how to create an additional Admin User account!