Documentation and SupportV5 User Manual Using the Users System ToolHow do I create a User with access to Multiple Customers?

How do I create a User with access to Multiple Customers?

1. Select System > Users

Select System > Users

2. Choose "Add New User"

Choose "Add New User"

3. Enter basic user information, select "Client" admin level, and click Next

For most users the Customer option will be pre-selected.

Admin Level is described in What are User Admin Levels?

Enter basic user information, select "Client" admin level, and click Next

3.1. Select "Client" admin level

Select "Client" admin level

4. Select User Group(s) and click Save

Select User Group(s) and click Save