Share account with other users
  • 06 May 2024
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Share account with other users

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Article summary

To share an account with other users:

  1. On the Accounts page, select the needed account checkbox and click the share icon Share icon2.
    Share account

    Note: To share all the accounts, select the Name checkbox, and then click the share icon that appears.
    Share all acc

  2. In the Manage access rules dialog:

    1. Enter the needed user’s name or email in the Add users field and click Add.
      Manage access rules_1

    2. Select the needed permissions checkboxes (View, Edit, and Remove) and click Save changes.
      Manage access rules_2

You have shared your account with the needed user, and the success message appears at the top of the Accounts page.
Success message of sharing


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