Add User to Child Account

1. While you are in the Main Account Account, Click "ORGANIZATION" in the top right corner, then select the account you wish to add the user to.

2. Confirm you are in the correct account and then, Click "Setup"

3. Click "Users"

4. Click "NEW USER"

5. Enter the First*, Last*, Email* & Phone Number (phone is optional)

6. Click this dropdown to select permissions, most will be Admin (full edit ability) or personal (limited edit ability)

Note:  do not choose anything labeled Channel Partner here, this will not give them the access they need in the account.

7. Click this dropdown and select the best description of the users job title, if you are unsure click "Asset/Operations Manager

8. Keep this checkbox on, this will send the user an email to set thier own password.

9. Once you have completed filling everything out, click save, this will send them the email to set up their password.