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Adding Usernames to a User

Account Management lets you assign up to two usernames for each individual user. For example, an individual user might want to add a second user name in order to log in on two different machines for testing purposes.

To add a username for a user

1. Click Manage Clients > Users.
2. Use the Account Selector to search for a client account by Account ID, Account Title or Account Alias, then click the desired account. 
   

The Account Selector is closed once you select an account. To change the selected account, click the tab to open the Account Selector, and then click a different account.

3. Click the 2nd User link next to the user for whom you want to add a second user name.

4. On the next page, enter information for the second username, then click Continue.
5. Verify that all the information is correct, then click Continue.
   If you need to make further changes, click Back, then make corrections before submitting.
6. Enter the confirmation number sent to you via email, then click Continue.
   If you have not received a confirmation number, click Request Confirmation Number to have a confirmation number sent to your email address on record.
7. Click Cancel to cancel your changes.