Adding a User to an Additional Account

User creation for the additional account is managed via the main account. It is not possible to add users within the additional account.

Follow the steps below to add an additional user and activate the required permissions.

Ensure you are in your main account and have the role of Super Admin.

1. Navigate to System > System Setup > User details.
2. If the user does not yet exist in the main account  you should create them. You can follow the steps in the article Adding a User if you are unsure how to do this.
3. Ensure the user has access to Switch accounts set to full in the system manager section of the user permissions. 

3. Ask the user to login to Arbor Finance and navigate to System > Switch account. Select the additional account and click on Switch.

4. The above action will register the user in the additional account. They will have no permissions at this stage and will not be able to fully access the additional account.
5. You should now switch to the additional account from the system menu.
6. In the additional account navigate to System > System Setup > User Details.
7. Update the permissions for the user. The article managing user roles and permissions offers guidance on the different permissions available.
8. Inform the user they now have the relevant permissions on the additional account.

NOTE: Permissions on accounts are individual, so you could have a user who cannot access menus on the main account, but access all the menus on the additional account.