Business support

Changing a user's assigned accounts

Most organizations have multiple accounts, but not all users need access to every account. If you're a Control Center system administrator, 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.) 

However, if everyone needs access to the accounts, you can do that easily as well as remove accounts from a user. 

To assign or remove an account for a user:
  1. Click the Admin tab, then click the Users subtab. 

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.)

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

    • Scroll through the list of users. Click the blue down arrow at the bottom of the page to expand the list ten users at a time. Click the blue 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. Options to assign and remove an account for a user include:

    • Assign an account to a user by sliding the toggle on the line of the account to the right.
    • Assign all accounts to a user by sliding the toggle for the My Assigned Accounts section to the right. 
    • Remove an account to a user by sliding the toggle on the line of the account to the left. This moves the account(s) to the My Available Accounts section.
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