Adding a new user to help manage your account is simple, you can do this within the [client portal] (If you cannot remember your password, there is a [password reset link]).
Step 1
Once logged in as the account holder, you will see the Your info section on the left-hand side, with the option to click Update.
Step 2
Click the Update button and on the left-hand side, you will see your Account options and click on the User Management section.
Step 3
Once you have clicked on the User Management section, you will have the option to invite a new user to the account and either select All Permissions or Choose Permissions, where necessary.
Please note: If you would like the user to contact support via email, you will need to also add them as a contact. Please follow this article - [How do I add a new contact to email in support requests? - Knowledgebase - Prostack]
Step 4 - Logging in
When a user is only associated with one account, their login session will automatically be associated with that account.
When a user with more than one account logs in, the Choose Account page will display. The user must select an account so that only information relevant to that account displays.
Step 5 - Manage current Users Permissions
Follow step 3 and here you will see your current users. Click on the user you wish to edit.
Click here to understand the [difference between an account user and a contact].
Need further assistance?
If you require further assistance please contact the ProStack team and we can help get this resolved for you! [Get in touch today!]
