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Manage Users in Sub-Accounts

Learn how to manage users within a client's sub-account, including updating roles, removing users, and guiding them through MFA reset.

How to Manage Users

  1. Open the client’s sub-account.

  2. Click Users in the sidebar.

  3. Use the three-dot menu (⋮) next to a user to:

    • Edit their details or role

    • Remove the user

    • Resend invitation if pending