How to Add an Account/Member
Elizabeth avatar
Written by Elizabeth
Updated over a week ago

How to Add an Account

  1. In the left-hand navigation panel choose Org or Team Tools > Accounts.

  2. Click Add Account.

  3. Fill in the form as desired.

  4. If admin access is to be given, use the drop-downs under "Account Access Settings."

    • 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. From the left navigation menu, click Org or Team Tools > Accounts.

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

  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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