How to share an account

Sharing accounts allows you to add new employees and assign them certain roles, or add existing employees to certain roles. You can easily find this under Setup -> Sharing. You will see it at the very bottom under Admin.

Click on Add New.

From here, add the desired email address you want to give access to. 

Under Services you will find the many roles you can assign a person such as: Customers, Products, Auto responders, and Affiliates. 

Below that, determine if you want them to be able to edit inside the account, if they can share the account with other employees, can review reporting, and more. 

You can also restrict access so that they can't see all conversions and other metrics. 

When finished, click Save. 

If you have more questions please contact your Account Manager.