How do I add additional users?

Based on your account structure, you can add an additional reseller agent admin, organization admin or organization reporting user, business admin or  business reporting user, or portal user (who is assigned at the business level). 

Before completing the steps below, please review our help article that defines the different user roles: What are the user roles in Customer Portal?

1. Select the Users tab found on the left panel.
2. Select Invite Team Member.
3. Enter Email and assign a Role.
4. Select Save.

NOTE: If you have a multiple business account and want the user you are adding to have access to all businesses linked to your account, assign them the Organization Admin role or higher. If you want the user to have access to only a specific business, first select the appropriate business, then add them as a Business Admin within that business.