Add a User (Manager portal)

From the Users tab, simply click on Add a User.

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The process is similar to adding a user from a specific account, the main difference being that you can assign the user to multiple accounts and with different roles on the spot from Account Details.

Assigning a user to multiple accounts

Firstly, select the role you'd like them to have, then select the accounts you want to assign them to.

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You need to choose all the accounts you want to assign this user to including subaccounts; in other words, if you assign a user to an account, they will not be automatically assigned to any subaccounts that parent account may have.

TIP: if you want to see a table with ALL accounts (in case you want to assign this user to all) click on View all Accounts and a table will display.

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Adding a user with different roles to multiple accounts

Say you want a user to be admin of some accounts, but have a basic role in others.

Simply select Assign with another role to more accounts and you'll be on your way!

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