Business Support

Assigning accounts to a user

Most organizations have multiple accounts, but not all users need access to every account. If you're a Control Center system administrator (CSA), you can assign accounts to the users who work on them. (You may also need to change users' permissions so they are able to perform the necessary management tasks.)

To assign accounts to a Control Center user:

  1. Click the Admin tile, then click the Manage Users subtile. 

Control Center lists the users for your organization. (Users with the green outline of a person and gear icon next to their names are system administrators.)

  1. To search for the user you want to assign accounts to:

    • Scroll through the list of users. Click the green down arrow at the bottom of the page to expand the list ten users at a time. Click the green number links (next to Show) to show more users at a time.

    • Type the person's user ID in the search field. (Control Center filters the user list as you type the user ID.)

  2. When you find the user, click View Profile.
  1. Click Update Accounts, then type your Control Center password and click Go.

    Control Center displays the current accounts assigned to the user (followed by accounts available to be assigned to the user).
  1. Scroll down to the My Available Accounts section.

  2. Click the toggle for each account you want to assign to the user.

    Control Center assigns the account(s) to the user as you toggle them to the On position and moves the account(s) to the My Assigned Accounts section.
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