Account & Access FAQs

I don't have access to an account

There are two ways to gain access to an account:

1. Request access from the Agent or Admin of the account.

2. If the account is new and you are the account Admin or Agent you can, use Accounts Management, select the Account Access option and manually add users.

I have access to an account on my list but some content is missing

Your account may have been set up with limited content access rights. If this occurs, please ask the Agent or Admin of the account to check your access rights.

I have access to an account but I can't see a feature

Your account may have been set up with limited feature access rights. If this occurs, please ask the Agent or Admin of the account to check which features you have been given access to.

I want to update my access to another account, how do I do this?

You can ask an Agent or Admin of the account to update your access. If this is not possible and you are an Originator and have permission, you can manually re-add access from Accounts Management by selecting the "Account Access" option.