Adding Multi-Users

Adding Multi-Users

Step 1:

Select “Clients” and then “View Clients” from the menu at the top of your screen.



Step 2:

Select “View” beside the company you would like to add the multi-user to.


Step 3:

At the bottom of the page you should see the section called “Account Multi-Users”. Select the “+” button on the right corner of this section.



Step 4:

Now you will be brought to the “Existing Users” page. You can now search for the existing user that you wish to add to this client.



Step 5:

Once you have found the user you are trying to add you are able to select the “Add User” button beside the user.