Adding Users to Company Accounts

To add users to company accounts, follow these updated steps due to recent changes. Companies must request user additions through the main account rather than sub accounts. Here’s how to do it effectively.

Allowed Number of Users

1. Review Plan Limits: Check the number of users allowed based on your current subscription plan.

Adding Users in Agency View

1. Log In: Access your main account and navigate to the agency view.
2. Access Settings: Click on the settings tab.
3. Request User Addition: Follow the process to request new users through the main account interface.

Updating User Permissions

1. Select User: Choose the user whose permissions you need to update.
2. Set Permissions: Adjust permissions according to their role and responsibilities.

Ensuring Correct Account Level and User Roles

1. Account Level: Verify the account level to ensure it aligns with the user’s role.
2. Assign Roles: Assign the appropriate roles to the new users based on their job functions.

By following these steps, you can add users to company accounts and manage their permissions effectively. This method ensures compliance with the new process, maintaining proper access control and user role management.