How to Create a User or Admin to Manage Multiple Locations Without Giving them Agency Access

This guide will walk you through the process of creating a user or admin with specific permissions to manage multiple locations efficiently without granting them agency access. Follow these engaging instructions tailored Topline.

1. Click "Settings"

On the Agency view, click on Settings.

Click 'Settings'

2. Click "Team"

Navigate to the team section on the Settings menu.

Click 'Team'

3. Click "Add Employee"

To add a new user or admin, click on the +Add Employee button located on the upper right corner of the view.

Click 'Add Employee'

4. Click "User Roles"

First add the user info and permissions, then click on user roles.

Click 'User Roles'

5. Select User Type

Select the Account user type on the specific field. Make sure that the user type is Account so they cannot access the agency view.

Select User Type

6. Select User Role

Here you can specify the role (admin or user) of the user.

Select User Role

7. Add Sub-Accounts

Here you have to select the sub account the user or admin is gonna be in.

Add Sub-Accounts
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