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Adding an existing user to another enterprise ID

To add an existing user to another enterprise ID:

  1. Click Admin, then click Users.

    Control Center lists the users for your organization. (Users with the blue outline of a person and gear icon next to their names are system administrators.)
Admin > Users
  1. Click Add User.
Add User
  1. In the fields, type the usename and email address for the user you want to add, then click Verify & Add.
Update Existing User (showing User Details tab)
  1. Make any changes to the user details. When you're done, click Continue to Account Groups.
Update Existing User (showing Account Groups tab)
  1. From the list of account groups, you can assign select groups or all groups at one time to the user:

    • To assign one account group to the user, change the toggle for the account group to ON (in the My Available Account Groups section).

    • To assign all groups to the user, change the toggle for the account group to OFF. (To move all unassigned accounts to the My Available Account Groups section.)
  1. Click Continue to Accounts.
Update Existing User (showing Accounts tab)
  1. From the list of accounts, you can assign select accounts or all accounts at one time to the user: 

    • To assign one account group to the user, change the toggle for the account group to ON (in the My Available Account section).

    • To assign all groups to the user, change the toggle for the account group to OFF. (To move all unassigned accounts to the My Available Account section.)
  1. Click Continue to Permissions.
Update Existing User (showing Permissions tab)
  1. Use the toggles and sliders to set the permissions for the user:

    • To designate the user as a system administrator, change the Customer System Admin (CSA) toggle to ON. System administrators have access to all permissions.

    • To turn permissions ON and OFF for a whole section (e.g., Billing), change the toggle on the gray bar for the section.

    • To turn individual permissions ON and OFF, click the permission you want to assign on the row for that permission. (Hover over the question mark on the far right of the line for that permission.)
  1. Click Return to Profile.