1. Home
  2. Knowledge Base
  3. Administration
  4. Add User to Business Account
  1. Home
  2. Knowledge Base
  3. Business Accounts
  4. Add User to Business Account

Add User to Business Account

Updated for 7.0

Business Accounts are for the grouping and tracking of multiple user accounts that are managed by a company or organization. Business Accounts can have group statements for payment of multiple accounts. You can do this by:

On the left navigation under Accounts, click Business Accounts. This will take you here:

On the list of Business Accounts, click on the row of the Business Account to add a User. It will look like this:

In the Member(s) section, click + ADD.

A new popup screen will appear that looks like this:

Begin entering the first or last name of the User, press ENTER or click the Search Button

A list of members will appear. Click the name of the user to add to the Business Account.

Updated on June 5, 2023

Related Articles