Give team members access to My Account
Add a team member with their own login and choose the My Account sections they can use.
Where to goMy Account → Staff / Users → Account users
Before you startYou must have account-user management permission. Only the owner can create an account administrator.
Follow these steps
- Open the Account users area under Staff / Users.
- Choose Add account user and enter the person’s first name, last name, own email and mobile number with country code.
- Select the available role and active or disabled status.
- Choose the allowed sidebar options. Give the person only the sections needed for their work.
- Save the user and review the resulting access entry. Search the directory by name or email to find it later.
- To change access, open Edit access, adjust the role, status or permitted sections and choose Save access.
Details that matter
Owner and administratorsOnly the owner can appoint an account administrator. Administrators manage access within the options they themselves are allowed to use.
Core optionsDashboard, Security, Help Centre and Sign out remain available as part of the account access model.
Separate workspace usersThis creates or manages My Account access. It does not automatically make the person an administrator inside an installed CRM or ERP.
Common questions
Can I edit the owner or my own access row?
The directory protects the owner and current user from these row actions.
Why can I not select a particular section?
Your own authority limits which access you can grant.
Related help
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