Manage client sub-users

What you'll need

• A Client account already set up under your reseller/MSP account

Steps

1. This is for MSPs and resellers managing sub-user access within one of your managed Client accounts — for adding a teammate to your own internal account instead, see Invite a team member, a separate, simpler mechanism.
2. Go to Clients, then open the specific client you want to manage.
3. Add a sub-user with their name, email, phone, and a password — you set the password directly here, there's no email-invite step to wait on.
4. Set their permissions per module (campaigns, devices, reports, and so on), each independently set to Off, Read, Edit, Create, or Delete.
5. Their access is scoped to that client's locations — a sub-user added to one client doesn't automatically see any other client's account.

Best practice: default new sub-users to Read on most modules and only grant Edit/Create/Delete on the specific areas they actually need — it's easy to widen access later, much harder to know what someone accidentally changed under overly broad access.

Related articles

• MSP Admin Overview
• Invite a team member
• Manage your clients