How do I add a managed account?

This feature is exclusive to PLATINUM accounts. If you are a BASIC or PREMIUM user and wish to take advantage of this feature, please upgrade.

Before you can add a managed account, make sure you have correctly activated the functionality in your account.

1. To add a new managed account, go to your Settings page.


2. Then go to your Managed Accounts page and click the blue "NEW MANAGED ACCOUNT" button.


3. Fill in the form to obtain the association link to send to the account holder you wish to manage.


4. Simply copy the generated association link and forward it to the account holder you wish to manage.


Note that you can, if you wish, forward the association link directly to your contact. To do so, simply enter your contact's e-mail address in the form and tick the "Send the association link to the contact's email" box.

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