How to add an account to an existing user

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This article walks through how you can add or update accounts in the Demandbase Platform for an existing user. The ability to manage users is only available for users with the Administrator role for their account.

Step 1: Admin Mode

1.1. Navigate to the account where the user exists

1.2. Enter Admin Mode by selecting the cogwheel located in the top right.

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 1.3. Click "Edit" next to the user you would like to manage.
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Step 2: Add or Change an Account

2.1. Click "Add another account" to add a new account.

2.2 Using the Role Descriptions as guidance, select the appropriate role for the user. Click the X next to the role to remove a role.

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2.3. Click on the Save button when you're finished editing the user.

 

 

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