Managing users in an agency account that handles multiple companies works differently from a standard account.
Here’s how to:
Manage users for a specific company
Create a user with access to multiple companies
Manage agency users
Managing users for a specific company
If you want to manage users for a specific company, follow these steps:
1. Select the company from the top menu
From the dropdown menu at the top of the screen, select the company you want to manage:
2. Go to “Company Users”
Click on your name in the top-right corner, then select “Company Users”.
You’ll then be able to:
Create new users for that specific company
Assign them access to one or more locations of that company
Creating a user with access to multiple companies
Creating a multi-company user is only possible from an agency account (i.e., an account that already has access to multiple companies).
There are two possible scenarios:
1. The user already exists
Go to the company the user is currently associated with
In the “Company Users” section, click the “Convert to agency user” icon next to the user's name
This will allow them to access multiple companies.
2. Create a new agency user
Select the main account in the top menu (usually the group name, e.g., “Demo”)
Click on your name in the top-right corner and select “Agency Users”
Then click on “Add User” to create a new multi-company user
Managing access for an agency user
In the “Agency Users” section, you can:
Edit roles
Manage which companies each user has access to
If you have any questions, feel free to reach out to us via the chat