How to Add Users to an Account [Step-by-step guide]

Users can be created under the hierarchy of an Account. 

Setting users this way, will only enable them to interact and view the information and transactions of the account only.

To do so, you will have to:

1. Click Organizations from the left menu under the System section

2. Press Edit for the corresponding organization

3. Select the Accounts tab

4. Press Edit button of the Account you will work with 

5. Select the Users tab

6. Press Create

7. Define the fields accordingly:

• E-mail: User's e-mail address
• Role: User's role, to define access and permissions (User, Administrator)

8. Press Save to apply the changes