To add account users, you need to have admin privileges within your account. Here’s a step-by-step guide on how to do it:
Navigate to Company Settings
Log in to your account and navigate to the Company Settings section. This is usually accessible from the main dashboard or menu.
Access Account Users
Within Company Settings, look for the "Account Users" option. Click on it to manage the users associated with your account.
Add a New Account User
Once in the Account Users section, locate and click on the "Add Account User" button. This action will prompt you to invite a current active team member.
Certain plan limits exist for adding new account users.
Starter plan: Up to 2 account users
Business plan: Up to 10 account users
Business+ plan: Unlimited account users
Select the Team Member
You can only invite team members who are currently active or in the onboarding process. Ensure the team member you wish to invite is listed in the Team Members section of your platform.
Assign a Role
When inviting a team member, you will need to assign them a specific role. You can choose from Admin, Billing, or User roles based on the responsibilities they will have within the account.
Send the Invitation
The invitation will be sent to the team member’s work email address that is registered in your system. Make sure the email address is correct to ensure they receive the invitation promptly. You can send the invite by clicking Add User after selecting Team Member and Role.
Confirmation and Activation
Once the invite is accepted by the team member, you will notice their details updated in your Accessed Space software within Software Navigator. This includes their assignment to Accessed Space with the date they accepted the invite and set up their login credentials.
Important Notes:
Invited users must be active or in the onboarding stage within your account's Team Members section.
Terminated team members cannot be invited to your account.
Invitations are sent to the team member's work email address.
The user's software assignment will be tracked and displayed in your Software Navigator upon acceptance of the invite.
When you or another admin deactivate login or process termination, their login will be disabled immediately, and Accessed Space software assignment will be updated with the date access was revoked.
By following these steps, you can efficiently manage access and roles for your account users, ensuring smooth collaboration and effective utilization of your platform.
If you encounter any issues or have further questions, please reach out to our support team for assistance.