How to add or remove a sub account on AZInsight ?
Sub-accounts allow you to provide access to the software to other team members or VAs without sharing your main account email and password. By default, your subscription comes with a total of 2 sub-accounts. If you need more than 2 sub-accounts you can purchase them from the web portal. Click here to learn how to purchase additional sub-accounts.
To create sub-accounts follow these steps:
Click on your profile name, then click on "Manage Accounts."
- Clicking on the button "ADD SUB-ACCOUNTS"
- Enter the user's first name, last name, and email address, and set a password
- Click on "SAVE AND CLOSE" and verify the account has successfully been added by looking at the Chart of Accounts.
While adding your secondary user you will see the option to disable Calculator Settings, this will prevent your team member from changing or accessing the Calculator Settings. This will also enable the auto-sync for the team member account. This means that the team member account will use the same Calculator Settings as the main account.
To delete sub-accounts follow the instructions below:
Click on your name and then click on manage sub-accounts
- Locate the sub-account you wish to delete and then go to the far right and click on the red trash icon