ZackE
Moderator

Account management

Thanks for getting involved with this thread, RWRobbins. I appreciate the screenshot you've attached with your post.

 

To verify my understanding, since your user profile's been updated to include you as a secondary admin, have you tried adding, editing, or deleting users?

 

These are the abilities you'll receive once you've been added as a secondary admin. If you aren't sure how to add users, they can be added from your Company menu.

 

Here's how:

  1. In the top menu bar, go to Company, then Users.
  2. Click Set Up Users and Roles.
  3. Enter your admin password, then hit OK.
  4. Access the User List tab.
  5. Use your New button.
  6. Enter a user name and an optional password.
  7. In the Available Roles section, choose their roles, then click Add.
  8. Select OK.

 

You'll also be able to find further details about managing users and their roles in our Create/manage users article.

 

If you're having issues while trying to add/delete users and make changes to their permissions, please let me know if you're encountering a message of any kind. A screenshot of what you're seeing would also be helpful.

 

I'll be looking forward to hearing back from you. Have a great day!