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.

Have more questions? Submit a request


Please sign in to leave a comment.