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How to Add an Account/Member
Updated over 5 months ago

Permissions are required to add an account or member. Click here to learn how to view your permissions.

How to Add an Account

  1. Click Org Tools > Accounts in the left-hand navigation panel.

  2. Click Add Account.

  3. Fill in the form as desired.

  4. If admin access is to be given, under Account Access Settings, click Add Role Assignment and select the desired role.

    • Click Email Login Instructions to send Login Instructions to the account email address.

  5. When finished, click Create > Save.

How to Add a Member

  1. Click Org Tools > Accounts in the left-hand navigation panel.

  2. Select the account you would like to add members to.

  3. Click Edit > Edit Account(s).

  4. Click Members.

  5. Click + Add Member...

  6. Fill out the form as required/desired.

  7. Click Create.

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