Managing Users

Once you have created a client account, you can add users to a specific client account with editing or read-only access. You can then also change their permission role or remove a user.

To manage a user for a client account:

• Go to the Profile icon > Client Accounts.
• Select a client account from the list of client accounts that you want to create a user for.
• Click on Manage Users.

You can then manage users for the client account in a similar way as you would manage regular users.*

More information on managing regular users is provided in the following help section:

General Setup > Managing Users

*Note: You should only assign owner rights to a client account if you are happy for the client to do transfers (of any type) without your permission. In practice, partners usually retain the owner rights for client accounts to prevent the client from removing them as users.