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How to Invite a New User to Manage an Account

Edited

  1. Click your profile image in the top right corner

  1. Click "Agency Settings"

  1. In the search box, type in the name of the agency & click "Manage"

  2. Select the "Agency Accounts" Tab, find the name of the site you're looking for, and click "Manage"

  3. Select the "Account Users" tab and click "Invite New User to manage this Account"

  4. Paste in the email address of the person who needs access & click "Invite User to {Store Name}"

    • Sending invite by SMS is an optional step. You can skip this if you'd like!

  5. The invite will be emailed to the person who needs access

    • This email could end up in the user's Spam folder - have them check there first if it doesn't come through in their Inbox.