How do I Create and Add a Client 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 Client Accounts → User tab. 

3. Click Add User.
   

Step 2: Add a New User

Fill in the required details:

• Name: Enter the name of the user. 

• Time Zone: Select the appropriate time zone.

• Email Address: Provide the user's email.

• Password: Set the new password.