How to Add an additional User/Admin To Your Account

Are you looking to add an additional user/admin account?

Would you like to create a limited-access user account?

This article will walk through how to add an additional user to your account.

1. Navigate to the Account Settings
   To get there, click on the account name in the upper left corner.
2. Click on the account name, and then the Account Settings
   
3. When the Account Settings opens, click on the Account Details option. In the Account Details option, scroll down to the Admins section.
4. In the Admins section, click on the (+) symbol to Add a New Admin
   
5. Enter the User details. By default it will be created as a 'Full Access' account, to make it a Limited Access account, click on the 'Access Level' drop-down menu.
6. You can select Limited Access from the three available options
7. Once selected, you will then ALSO need to select which modules to provide access to.
8. Choose as many options as required.
9. Once Saved, the options will appear as in the example below.Once the account is created, the 'Level' will display either 'Limited' or 'Full'.

Customer Support

If you need help or need assistance determining next steps, please contact our Customer Support team by phone at 888.605.4429 or email at success@patchretention.com.