Follow these steps to add an online user to My Account as an account admin:
- Sign in to My Account
- From the top of the screen, select Account ⮕ Manage Users.
- Select Add Users/Manage Invitations.
- Select the + Invite User button.
- Provide the contact's; First Name, Last Name, and Email.
- The first name has a 3-character minimum.
- Under My Acount Access, select the role for the user.
- Definitions of the roles can be found by hovering over the ? symbol.
- The Training and Support Role is provided by default and is the minimum access available.
- Under Software Access select the role for the user.
- Select Send Invite.
- An email will be sent to the person to join the account.
- The invited person clicks I Accept and either logs in with existing credentials or creates a new account.
- Each field except for the Security Code field can be edited.
- If a new account was created, a confirmation screen will appear in which you select the button to go to My Account.
Pending Invitations:
If necessary, you can resend the invitation or cancel the pending invitation by clicking the down arrow next to the Pending contact. If you choose to click the Resend Invite button, a new e-mail invitation will be sent. The cancel invite button will remove the pending user within 48 hours.
