Use the Add Users from Other Accounts page to grant account access to an existing user within the same master account. If the user can already access one or more accounts within the same master account, there is no need to create a new user.

Adding Users from Other Accounts

To add a user from another account:

1. Click the Administration tab > Accounts subtab.

   • If you have one account, the Account Summary page opens.

   • If you have more than one account, identify the account and click its link. The Account Summary page opens.

2. Click the Edit button in the User Administration panel. The Account Users page opens.

3. Click the Add a User from Another Account link. The Select Users from Other Accounts page opens.

4. Sort by first name or last name as needed to find the user in the table.

5. Assign users to the account by specifying an account role for the user.

6. Click Save Changes.

To learn more about managing users, see:

• Account Users

• Account User Details

• Create an Account User