Specify which client accounts the users on your partner account have permission to view and edit.
Do this when creating the partner account user:
- Navigate to 'Account Settings'>'Maintain Colleagues'
- Click 'Add colleague'
- Fill in their details and click 'Next'
- Use the 'Client access' toggle and selection checkboxes to specify which client accounts this person will have permission to view.
To edit which client accounts an existing user can view:
- Navigate to 'Account Settings'>'Maintain Colleagues'
- Click 'Manage' next to the account user you would like to change permissions for
- Click 'Client Access'
- Select the accounts that this user should have access to
Comments
0 comments
Article is closed for comments.