How to assign additional accounts to an existing user

1. Click the USERS dropdown menu.
2. In the dropdown menu, hover over CUSTOMERS and select USER LIST.
3. Search for the desired user by using the search or using the quick filter. 
4. After finding the desired user click on the EDIT button and you will be redirected to the USER MAINTENANCE screen. 
5. Click the ACCOUNTS tab and the list of assigned accounts will be displayed. Scroll to the bottom of the page and click ADD ACCOUNT.
6. Type the customer name or account number and select the applicable account.
7. On selecting the desired account, the default values will auto-populate. Fill in or change the settings as needed for this user. 
8. Click the ADD ACCOUNT button to save changes and assign the account to this user's profile.