Account access

The Primary Contact or a Company Administrator can edit a user's account access with a few exceptions. The Primary Contact is automatically authorized to access all accounts and this access cannot be edited. A Company Administrator may edit feature permissions and account access of any other Company Administrator or User. He cannot edit his own permissions or those of the Primary Contact.

Editing Account Access

From any page in the "Admin" section, click on “Account Access” to get to the “Edit Account Access” page. This page shows all the accounts available to the business, in addition to all the users. Below each user name are checkboxes that indicate which accounts they can access. If the box is checked, the user has access to that account. If the box is empty, the user will not see any information about the account. You may change authorizations by clicking the boxes under each user name.
Click “Save” to retain any changes made.