Granting Authorized Users with Account Access

NOTE: This article is for providing Authorized Users with access to your main account tools. If you are interested in granting clients with access to the Client Portal (a streamlined version of the account with limited access to tools/functionality), see "Setting Permissions and Granting Client Access to the Client Portal".

There are two ways you can grant Authorized Users access to your account and the tools within it for the purpose of collaborating with staff, team members, contractors and other users who need full access to account tools.

Granting Account Access via the Contacts Area:

  1. Click on "Contacts" in the main navigation bar.
  2. Click on the Contact to whom you wish to grant access.
  3. In the User Access area on the Contact Detail screen, click on pencil icon in the top right corner of that area.
  4. If the Contact has not been previously granted access, their status will be "No Access." To grant them access, click on one of the four User Group options available.
  5. Click the "Save" button. An invitation email will be sent to the individual that contains a link for them to set up their login credentials.

Note: Once you grant a Contact access to your account, if you want that contact to have full access to one or more events or to assign them to items (like To-Do's or Itinerary items) within those events, you must assign them to those events first. See Assigning Contacts to Events/Managing Event Access for more information.

Granting Account Access via an Event or Lead:
NOTE: This will simultaneously grant a Contact access to your account and assign them to an Event or Lead so you can begin assigning them items inside the Event/Lead.

  1. Click on "Events" or "Leads" in the main navigation bar
  2. Find the Event or Lead to which you want to assign the Contact and click on it to open the Event or Lead dashboard.
  3. Click on the "Contacts" tab in the right column and click on the pencil icon towards the top of the area.
  4. Click the "Add New Contact" button at the top left side of the page.
  5. Complete their contact information and then in the dropdown menu labeled "Optional: Provide Access to Account", select the User Group that you want to assign them to.
  6. Click the "Save" button. An invitation email will be sent to the individual that contains a link for them to set up their login credentials.
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