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Help Center Master Accounts

Adding Account Users

1From your WhatConverts Dashboard, click "Master Account" from the left side menu. Click "Users".

Select Users in the WhatConverts Dashboard

2Under Users on the left menu, select "Account Users".

3Click "Add Account User". On the next page, enter the email address of the user you want to add. Click "Next Step". Select the Account(s) and the Role for the user. Use the checkboxes to determine what Lead Notification Emails you would like them to receive. Click "Finish".

Adding Account User Notifications

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).

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