If a client has already created an account, but you need to give them admin access to their group, you can make this change. This will allow them access to all property sites and client accounts within their assigned Group.
How to give admin access to a client
Click the steps below for a detailed walk-through:
Step 1: Click on Clients tab
Step 2: Search for client
Step 3: Click the client name
Step 4: Switch Account Type to Group Admin
Step 5: Click Client Detail tab
Step 6: Choose Group, in not already set
Step 7: Click "Save Updates"
Step-by-step:
Step 1: Click the Clients tab at the top of the page.
Step 2: In the search bar, type in the clients name that needs to be set as a Group Admin.
Step 3: Click on the clients name to go to their Client Summary page.
Step 4: In the Account Type drop-down menu, select Group Admin.
Step 5: You will need to verify that they are assigned to a Group. To do this, click the Client Detail tab on the left-hand side.
Step 6: In the Group drop-down menu, select the admins group if it is not already chosen.
Step 7: Scroll down and click the "Save Updates" button.
For any additional questions, our Support team is ready to help you!
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