In order for a member to be able to update their company's profile, that person must first have management access.

3 Ways to Grant Management Access

  1. Make the person the primary contact for the company.
  2. Make the person the billing contact for the company.
  3. Grant management access to a staff person for the company.

Grant Access on the Company's Staff Tab:

Items of Note:

  • A person only needs one of the three options in order to have access.
  • There is no limit to how many people can have management access.


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