Accessing the Manage Users Page
Click Account in the top-right corner.
Select Manage Users / Billing.
Navigate to the Team Access tab (the third tab).
Inviting Team Users
Click the Invite Team Member button (green).
Enter the user’s email address.
Select the client accounts that the user should have access to if not all
(Optional) Check Give Access to All Clients if this user should automatically have access to every client in your agency.
Important Notes
New clients added in the future will not be automatically assigned to a user unless they are an Admin.
Admin Permissions for Team Users
Admin-level users can:
View the full list of connected clients
Manage access for any team user or external client
Assign Admin permissions to others
To make another team user an Admin:
Ensure your email is already an Admin.
Locate the user in the list.
Check the box in the Admin column.
Click Save.
Assigning Clients to Team Users
To give a team member access to a specific client:
Click on the team user you want to modify.
In the Clients section, double-click to open the editable field.
Start typing the client's name.
Select the client from the dropdown.
Click Save.
Note: If a client's data is still backfilling, it will not yet appear in the dropdown list. The client will only become selectable once backfilling is complete.
Removing Team Users
To remove a user:
Hover over the right side of the user’s row.
Click the trash can icon.
Confirm by clicking Remove Now in the pop-up modal.
