How do I create and invite a sub-account user?

This guide outlines the steps to create and invite a user to a sub-account.

Step 1: Access the User Menu

1. Log in to your Agency Account app.
2. Navigate to Subaccounts → User menu.
3. And click Invite User.

Step 2: Invite a New User

1. Fill in the required details:

• User Name: Enter the user's name.
• User Email Address: Provide the user's email.
• Time Zone: Select the user's time zone.
• User Profile: Choose between Admin or User profile.

2. Click Invite User to send the invitation.

Note:

• Admin Profile: Grants full access to the platform.
• User Profile: Limited access, restricted from business configuration settings.

Step 3: User Invitation Process

1. The user will receive an invitation email.
2. To complete the setup:

• Open the email and click Accept Invite.
• Create a password.
• Log in using the email and the newly created password.