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Guide & Help

Account & User Management

Account & User Management

Create, configure, and securely manage all your users and accounts

Account Creation & Management

Adding Accounts (Video)

Merge Accounts

Adding Accounts in Bulk

Move a User to a Different Account

Creating an Account

Download a List of all Accounts

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User Creation & Management

Adding Users (Video)

Assigning Admin Access to a User

Delete a User or an Account

Testing a User

Set Password Expiry at User Level

Creating a User

Shared Users

Bulk Import Users

View a List of Active Users Within an Account

User Management

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Security

Security Options

Send Users a Password Reset Code

Trusted Domains

Admin Audit Page

Account Manager Creation & Management

Account Managers (Video)

Create an Account Manager

Guest Access

Access Without Logging in (Guest User Access)