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 Sub Accounts → 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.

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.