Account Administrators

Account Administrators

Assigning users as an account administrator

As an account administrator, you can assign one or more users to the accounts you are managing. All other tasks for managing users are performed by your company administrator.

Note: The Assign Users account administrator checkbox must be checked to perform this task. If Restrict to User Groups is also checked, you can only assign users belonging to the same user group(s) that you are assigned to. When unchecked, you can assign all company users, as well as users shared with your company.

To assign users as an account administrator:

  1. Click Accounts in the left navigation pane and select an account in the data grid.
  2. Click the Users tab and click Add.
  3. On the Select Users screen, click on a user and click Select.

    The user is added to the account. One or more users can be selected.

  4. Set the order permissions for the user of this account.

    Note: The Add and Remove Account Restrictions account administrator checkbox must be checked to perform this step.

  5. Click Save Changes.