3b. How to assign users to an Account?

Step-1: Select the Accounts module from the Admin Portal-->Click on the account for which the user has to be assigned--> select the ‘Users’ radio button-->Tap ‘Assign Users’.

Step-2: Select the user type and user name from the drop-down list for whom the account has to be assigned and click save.

The User with the user type and user status (status=Active, when the toggle switch is ON for the user in the user module) is created.