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How to assign new users to a client account

In this article, you will learn how to create user accounts and invite contributors to your projects.

As a Partner, you will have a list of clients that you manage through your account. In some cases it will make sense for you to give one of your colleagues' access to a specific client account to perform changes, making sure the rest of the accounts are managed separately.

Select the "Users" tab:

Partner - assign users

Fill out the information like the email address of the assigned user, name/last name, and select the client account you wish to assign to the user. You can select one or multiple client accounts, however, if you don't select a client account the assigned user will get access to all the clients.

Partner-assign-user-2

Once you've assigned the user, it will be available in your user's tab, where you can always see which user is assigned to which client, as well as editing/removing a user. 

  Partner-user-assigned

You can also add multiple users to one specific client account, or choose to give access to several accounts to a user. The assigned user will receive an e-mail invitation and can start editing projects within minutes.