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How To Set Up Multi-Account Logins

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  1. Select Access Level (App, Admin, Super Admin).

  2. Enter the desired email address and select “Next”.
    Screenshot 2023-12-11 at 14.47.25.png

  3. If the User had their password manually created, they have to reset their password via the Multi-Account Email. Click the link in the Access window to send a password reset email that will enable Multi-Account Login.

    (Note: the “reset” password does not need to be a new password)Screenshot 2023-12-11 at 14.47.35.png

    If the Admin sent them an email to set their password, they have already been verified and will not need a reset, simply select “Grant Access” to set up access.
    Screenshot 2023-12-11 at 14.53.58.png

    Once Multi-Account Login is set up, the user will have access to an account selector when they log into SiteDocs. For example: 
    Screen_Shot_2022-05-11_at_11.20.54_AM.png

  4. Once logged in, the user can switch accounts with the "Switch Account" button under the Company Name in the Profile Menu.
    Screen_Shot_2022-09-13_at_11.25.51_AM.png
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