Account Hub: How to Add Additional Logins


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This article will show you How you can Add additional logins to your Account Hub. Incase you have somebody that’s helping you Enroll offices with the banks and Do any other backend setups, Run Reports


In Account Hub > Click on the 9 Dots

on the top right > Click on My Account




Go to Account Information > Add Employee Account



Then you will have this screen:




👉 Give them a User name, Add in their Phone number, Email Address, Password. 

👉 Assign a Template for them if you have one. 

👉 Select what Access you want to give them 




Click Save. You’ve now successfully created an additional login for your Account Hub

 



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