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Create Master Account User

Use the Create Master Account User page to create a new user with access to the master account. You may also provide access to any of the accounts within the master account by assigning an account role to the user.

Creating Master Account Users

Only the master account administrator can create a user with access to the master account. Users from one master account cannot be added to a different master account.

To create a new user with access to the master account:

  1. Click the Administration tab > Master Account Users subtab. The Master Account Users page opens.

  2. Click the Add a Master Account User link. The Create Master Account User page opens.

  3. Enter a username for the new user. The username is permanent and cannot be changed later.

    • The username must be 6-10 characters long

    • The username may contain combinations of the following characters only:

      • Letters: A-Z, a-z

      • Digits: 0-9

      • Special characters: - _

  4. Enter the user's first name, last name, and email address.

  5. In the Master Account Role field, select Administrator or Non-Administrator. Users given the Administrator role will have the ability to create, edit, and delete other users and assign account roles to control access to the accounts within the master account. A Master Account Administrator has full access to all accounts.

  6. If the user is a Non-Administrator, identify the accounts within the master account the user should be able to access. Then, assign an account role for each of those accounts. Leave the account role as None for those accounts the user should not access. You can go back later and change these settings.

  7. Click the Add User button. The user is created and an email is sent to the user.



To learn more about master accounts, see:

Master Accounts

Master Account Information

Master Account User Details

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