Manage Users on my Entity Account

Users are determined by your subscription level.

Add a user

When adding a user they are automatically added as an Associate level, if you need to change to Admin see below (see this article for information on understanding their access levels)

1. Navigate to Settings in the main navigation

2. Select the Entity Account icon and the Users sub-menu which will open automatically to the Add User tab

3. Enter the Email address of the person you want to invite (if they are not already a myNexus user they will need to register)

4. Hit the Send Invite button

Revoke user access

User access may need to be removed so you can downgrade a subscription, or because you want to change the personnel that manage your Entity Account.

1. Navigate to Settings in the main navigation

2. Select the Entity Account icon and the Users sub-menu and click the Manage Users tab

3. Under the user you want to remove click the Remove User button

Change user access

User access may need to be changed between Associate User and Admin (see this article for information on understanding their access levels)

1. Navigate to Settings in the main navigation

2. Select the Entity Account icon and the Users sub-menu and click the Manage Users tab

3. Under the user you want to remove click the Make Admin button or Make User button

 

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