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What is Access Management? How and Why You Should Use it?


Access Management:

With Access Management, you can create new roles and give limited access to those roles and assign those roles to individuals.


Benefits:

✅ Unlimited edit and view access
✅ Access control of individual roles
✅ Multiple access in one account
✅ Create roles and assign individuals to those roles


How to Use Access Management:

  1. When you go to Access Management, you will find the member list.
  2. You can add new members by using the “Add New Member” button.
  3. Once customers open the add new member option, they will need to enter, Name, Number, and other information. You can also add a Picture.
  4. Then select a role for the member and edit the role to change access.
  5. Create a new role with custom access if necessary.
  6. Save member
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