Need to update your account managers? Whether you need to add a new manager or remove someone, follow these simple steps to make the changes in your account settings.
→ How to Access Account Settings
To begin, go to the top right corner of your screen. Here, you'll see an icon with your account initials. Click on it to reveal a dropdown menu. If you’re an account manager, you’ll see an option labeled "Account Settings." Keep in mind, only account managers can access this setting, so if you don't see it, you may not have the necessary permissions.
→ Adding an Account Manager
Once inside "Account Settings," you’ll see your account information, including details like the company name and address. To add an account manager, simply click the "Invite" button.
Next, enter the email address of the person you'd like to add as an account manager. After entering their details, click "Add," followed by "Invite." That’s it! The person will receive an invitation to manage the account.
→ Removing an Account Manager
Need to remove someone from the list of account managers? No problem. Just click on the trash can of the person you want to remove, and a confirmation message will appear. Once you confirm, that person will no longer have access to the account settings.
This quick process allows you to easily manage who has control over your account settings. Whether adding or removing account managers, these steps ensure you always have the right people in place to oversee your account.
Need More Help?
If you have any questions or run into issues, feel free to reach out to our support team at support@mesuite.com. We’re here to help!
