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What is Permission Management?

Written by Medha Anand

Updated on August 26th, 2022

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Table of Contents

What is an Account Admin?Creating New Account

The Permission management tool allows Account Admins to manage the accounts they have access to and provides the following functionality:

  • Create New Account
  • Add Existing Users to an Account
  • Create New User inside an Account
  • Change Roles for the user
  • Make Bulk Addition/Updates to the users

All of the above functionality is only available to an Account Admin.

What is an Account Admin?

An Account Admin is a special role that can be assigned to someone who needs to manage the access and roles for all users under an account.

Creating New Account

Create Partner

You(Account Admin) can create a new account by clicking on the Create Account button on the top-right corner of the screen and then entering the new account name.

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