How do I add users to my account?

More than one user may manage your account. To add additional users logon to the Client Portal and follow the steps below:

  1. Select your company name on the navigation utility bar at the top of the page
  2. Select on User Permissions
  3. Select Add User
  4. Select user's access - Portal or API
  5. Select user's permission level - Admin, Accountant, Clerk, Developer
  6. Enter the new user's email and create a password. Note: They will be able to change their password 
  7. Select Add User

An email will automatically be sent to the new user inviting them to set up their user account.

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