Managing Accounts and Users

Partner and Multi-Account: Manage Partner Admins

From the Admins tab of your management console, you can grant administrator permissions to additional users at your organization to assist you with managing your client accounts. From this page, you can also edit the information of existing admins, add permissions, and enable or disable multi-factor authentication (MFA).

Important:Only admins with Full Access Admin permissions on the management account can grant additional administrator permissions to other users.

Adding a Partner Admin

To add a partner admin to your account, follow the steps below:

  1. Navigate to the Admins tab from your Account Management portal and click + Create Admin.
    Tip:For an added layer of security, you can setup Multi-Factor Authentication. To learn more about how to do this check out our article: How Do I Enable Two-Factor or Multi-Factor Authentication on My Account?
  2. Enter their email address in the Email field and their first and last name in the corresponding fields.
  3. To set permissions, click on the Permissions tab and either select Access or No Access to grant the admin the ability to manage that area of the console.
    Note:Enabling Full Access Admin permissions will automatically set all other permissions to the maximum level.
  4. Click Create Partner Admin to save your changes. The new admin will receive an email prompting them to log in. 

Editing a Partner Admin

To edit a partner admin to your account, follow the steps below: 

  1. Navigate to the Admins tab from your Account Management portal and click the drop-down arrow next to the admin you wish to edit.
  2. From the drop-down menu, select Edit
  3. Make your desired edits to the Admin Profile tab, if needed.
  4. To set permissions, click on the Permissions tab and either select Access or No Access to grant the admin the ability to manage that area of the console.
    Note:Enabling Full Access Admin permissions will automatically set all other permissions to the maximum level.
  5. Once you have made all desired changes, click Update Partner Admin.

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