Find out more about adding secondary users to your account.
Multi-user access
Multi-user access:
Multi-user enables you to add other members of your team to handle tasks. Additional users will have the same abilities and functions as the main account holder, with two exceptions.
One, they can not add or remove other users, and two, they can not update the account status or details.
All actions these users take in the tool are also logged in the activity log for reference.
Adding secondary users:
- To invite users to your account, navigate to your profile page and select the members tab. Here, you will have the option to view existing users as well as invite new users or resend previously sent invites.
- Click on Invite and fill in the user's first name, last name and email address. Once you press submit, the user will receive the invitation to log in to their account.
If someone doesn't receive their invite email or needs the invite to be resent, you can trigger this from within the members tab. Select the ellipsis and press resend.
Caution: Please ensure that the email addresses used for sign-in do not have an auto-responder.
Removing secondary users:
To remove a user from the account, you navigate to your profile page and select the members tab. Select the ellipsis next to the user and then select the remove option. This action is immediate and can not be reversed.
When a removed user attempts to log in, they will receive a message that their access has been revoked.