Dashboard Accounts Publisher - Users

Add New Team Member to an Account

1. Click the ⋮ menu in the upper right of the dashboard.
2. Select My Account.
3. Select Team Members.
4. Click Add Team Member.
5. Fill in the new member’s details.
6. Click Invite.
7. A default role of "Account reader" is set for new users.
8. *Please Note* Use steps below to Edit Member role once Invited, as default is "Account Reader".

Edit Team Member

1. Click the ⋮ menu in the upper right of the dashboard.
2. Select My Account.
3. Select Team Members.
4. Click on the Team Members Name on right, select ⋮ menu to Edit, Delete, or Resend Email
5. Make your changes and click Save.

Delete Team Member

1. Click the ⋮ menu in the upper right of the dashboard.
2. Select My Account.
3. Select Team Members.
4. Select to the right of team member name to select ⋮ menu
5. Select Delete to remove the Team Member.

Member Role permissions

• Account Admin has the highest permissions and with full account access to create users.
• Account Manager is similar to Account Admin, however, no payment view.
• Account Finance Member can only access payment area.
• Account Reader <default role> on invite, only view access and no payment view.