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07/12/2024 14:03 PM

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  1. Sign in to the appropriate Business Center environment (Test or Production) as an administrator or a user with user management permissions.

  2. Select Account Management > Users.


     

  3.  Select + Create user.
     

 
 
  1. Enter values for: First Name, Last Name, Username (optional), and Email.
     

 
 

5. Select a Role and select Save

  • The Report Download role does not have sign-in access to the Business Center. 

  • Username is optional; you may specify a name or allow new users to provide it themselves. 


New users will receive an email at the address provided in step 4. They must confirm their email address by selecting a link in the email and entering the value of a security token provided in the body of the email. The token is only valid up to 24 hours after the email is sent. After confirming the email address, users will complete setup of their new login. 


If users do not receive an email, please follow the troubleshooting instructions in I am not receiving emails from Client Services.



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