or call us at
1-866-323-6572
1-866-323-6572
How do I add a role to an existing user?
To edit the profile information for a user in the account network, including Roles, locate the blue Edit button found to the right of the user in the Users tab.
How do I add user to an account network?
First, navigate to the Account Network screen by clicking your account ID number in the upper right-hand corner of the screen.
How do I create a new role?
Click the green Create New Role button on the Role Management page in the Roles tab and a window will appear asking you to provide a name for the new role.
