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Managers

Updated over 2 weeks ago

To simplify account management, you can add managers with the same permissions as the primary user. Each manager will log in with their credentials.

Adding a Manager

  1. Go to the "Company" section.

  2. Open the "Managers" tab.

  3. Click "Add" in the upper right corner.


  4. Enter the manager’s details:

    • First name

    • Last name

    • Email address

    • Set a secure password

  5. Save the password and store it safely.

  6. Click "Add".

The new manager will receive an email with his login credentials. He can now log in and help manage the company account.

Please note!

An email address can only be used to manage one company account. If you try to assign a manager using an email that’s already linked to another company, you’ll see an error during setup.

For example: if [email protected] is already a manager in Company A, it can't be added again in Company B.

Removing a Manager

  1. Go to the "Managers" section.

  2. Find the manager you want to remove.

  3. Click the "x" icon in the "Actions" column.

  4. Confirm the action.

The manager will then be removed from the account.


If you have any questions, please contact our support team via online chat on the platform or at [email protected]. We are always ready to assist!

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