Skip to main content

How to onboard a user to a specific account?

Step 1:

  • Open a particular account and click on ‘Related’ tab; ‘Contacts’, ‘Account Features & Access’, and other information is visible here
  • Click on ‘New’ button under Contacts (as shown in image below) in order to add/on-board a user

Step 2:

  • A pop-up appears as in the image below; fill information of the user you want to onboard to this account, and click on ‘Save’