Grant a User Access to Customer(s)

Managing multiple customer accounts? You have complete control on which customer accounts your users can access. Users can be granted access to one or multiple customer accounts. 

Follow the steps below to grant customer access to a user.

  1. Select Account Administration > User Management.

  2. Use the Manage User for Customer drop-down to select which customer to access.

  3. Locate the user in the list or use the Search field to further drill down your search.

  4. Select the User.

  5. Click Edit User.

  6. Locate and click on the Customer Access tab from the right hand side panel.

  7. Check the box next to the customer(s) they will have access to.

  8. Click Save.

  9. Click Save when the confirmation pop-up displays.