How do I give other individuals access to my account?

You can share account access by adding Authorized Users. This feature allows others to view or help manage your account depending on their permission levels. You can choose from Viewer, Contributor, and Manager roles, which give Authorized Users unique permissions by role. Only the account Administrator (the person who originally set up the account) can invite, edit, or remove authorized users.

To add an Authorized User:

1. Sign in to your account

2. From your dashboard, click on the dropdown next to your profile icon in the upper right corner  

3. Select “Manage Access” 

4. Enter the Authorized User’s name, email, and phone number

5. Assign a role that grants the permissions you want as shown in the chart

The Authorized User will receive a secure email invitation and will need to verify their identity through multi-factor authentication before accessing your account. You can also update or remove access at any time through the same “Manage Access” section, ensuring you stay in full control of who can view or manage your account.