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  3. Members
  4. Add Managed Account (Admin)

Add Managed Account (Admin)

Go to User Details of selected member (see: Search Members). 

Select View Details on the top left of the pop-up box. This will take you here:

In the horizontal bar, select Management. This will take you here:

Type in the name of the member that you would like to add to the account. A list will appear that looks like this:

Select the yellow button just to the right of the name. Your page will reload and the member will appear within the Managed Accounts box that looks like this:

These are samples.

Updated on July 17, 2025

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