Adding a new User to your Account

Adding a new User to your Account

Select user profile



Go to 'logins' to manage additional users




List of Account Users

On this page you can see a list of users who have been provided with access to your account.
The page indicates their name and email address and also whether emails should be copied to them.

If "Send Email" is turned on, then emails which are sent on your client account will be cc (copied) to these users.
So, for example, if you do a transfer then a copy of the settlement instructions and payment confirmation will be copied to these accounts.

This can be turned on and off instantly by toggling the switch.




Copying emails to another Account User.

If "Send Email" is turned on, then emails which are sent on your client account will be cc (copied) to these users.
So, for example, if you do a transfer then a copy of the settlement instructions and payment confirmation will be copied to these accounts.

This can be turned on and off instantly by toggling the switch.






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