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Adding Account Users

An account user can only access the account they are assigned to. If you would like to add a user that has access to all the accounts under your agency please visit How to Add an Agency User.

Add an Account User – Agency Plan

1From your WhatConverts Dashboard, click “Agency“. Select “Settings” and “Users“.

Add Account User as an Agency

2Scroll below Agency Users and click “+ Add Account User“.

Add Account User as an Agency Screen

3Add the user’s email address. From the drop-down menu, select the account you want to grant access to (if you would like to grant access to multiple accounts, click the “+” button) and check all of the boxes you would like the users to receive notifications for.

Add an Account Users and Select the Account

Click “Add User“. The new user will get an email with activation instructions. Once the user has created a new password, they will be able to access the account(s).

Add an Account User – Plus Plan

1From your WhatConverts Dashboard, click “Account” from the left-hand menu, select “Settings” and click on “Users“.

Add User under the Plus Plan

2Click on the “+ Add User” button.
Add user button

3Enter the email address of the user you would like to add and select the notifications you would like the new user to receive.

Add Account User under Plus plan

Click “Add User“. The new user will get an email with activation instructions. Once the user has created a new password, they will be able to access the account.