Add an Additional Contact

1. Log in to the Client Area
• Access your client area.
• Log in using your credentials.
2. Navigate to the Contacts Section
• Click on your account name in the top-left corner.
• Select User Management from the dropdown menu.
3. Add a New Contact
• Fill in the required information:
• Email address.
• Set Permissions (optional):
• Check the appropriate boxes to assign permissions to the contact.
• Send an invitation to complete the process.

Edit an Existing Contact

1. Log in to the Client Area
• Access your Client Area and log in with your credentials.
2. Navigate to the Contacts Section
• Click on your account name in the top-left corner.
• Select User Management from the dropdown menu.
3. Locate and Edit the Contact
• Find the contact you want to modify in the list.
• Click on Manage Permissions next to the contact.
4. Make Changes
• Update the permissions as needed.
• Review the changes to ensure accuracy.
5. Save Changes
• Click Save Changes to apply the updates.

Remove a Contact

1. Log in to the Client Area
• Access your Client Area with your credentials.
2. Navigate to the Contacts Section
• Click on your account name in the top-left corner.
• Select User Management.
3. Remove the Contact
• Locate the contact you wish to delete in the list.
• Click on Revoke Access next to the contact.
4. Confirm Deletion
• A confirmation window will appear.
• Click Confirm to permanently remove the contact.