Manage Accounts

If you are a part of multiple teams/accounts using the same account/email address, you can change the team by clicking on the team name to open a dropdown of any teams your account is a part of. Click on the one you want to change to that account.

1. You need to be an Admin to do this

2. On the left hand menu, open the settings drop down menu

3. Select the Client Account option

4. In the bottom right hand corner, click the red + button

5. Enter the email address for the user account

6. Choose a role for the user account

7. Click Add

1. You need to be an Admin to do this

2. On the left hand menu, open the settings drop down menu

3. Select the Client Account option

4. Click the Bin for the user account you want to delete

5. Click Remove

1. You need to be an Admin to do this

2. On the left hand menu, open the settings drop down menu

3. Select the Client Account option

4. Click the pencil for the user account you want to edit.

5. Choose a role for the user account

6. Click Confirm