How can I give my client access to a specific account?

 

  1. Visit Partner Center at partners.vendasta.com.
  2. Click BusinessesUsers.
  3. Click Create User, and then fill in the form.
  4. If you would like, enter a Welcome Message that will appear at the top of the email template.
  5. Click Create User.
  6. Click the Users tab.
  7. Search for the user you want to modify.
  8. Select the Key icon next to the user you want to manage.
  9. You can then select which accounts you would like this user to have access to by clicking the + button or remove an account by clicking the x.
  10. If Brand Analytics is activated, you can click the Brands tab and then select the Brand, Region, Sub-region, or Account you would like the user to be able to access.

Managing a customer on this platform is a two-fold process: managing its users and managing its accounts (one account exists per business location of a customer). A customer can have a user accessing multiple accounts as well as have each account managed by multiple users.

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