How to give a user client-specific access (Transcription)

  1. From the home screen of your account, click the Settings icon at the bottom of the navigation menu on the left.

  2. Select the Users tab.

  3. Click Add Users on the top right corner of the screen.

  4. Fill in the full name and email address of the user.

  5. Select Client Access from the options under Privacy Access

  6. Select the client/clients you want the user to have admin access to.

  7. Click Invite.

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