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Unless otherwise approved by the Parent and/or Child Account, the Child Account will be able to selectively delegate which Child Account users the Parent Account can login as. When a Parent Account has a Child Account assigned to it, users of the Parent Account can login as any authorized Child Account user. We suggest having the Admin of the Child Account create a new user for you on their Child Account. Lead Liaison allows new users with the same email address; however, the username must be unique.
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Lead Liaison permits the same email address used across multiple accounts as long as the username is unique. |
Granting Parent Access Per User
Follow these steps to grant a Parent Account with access to your Child Account. Access is provided per user. Unlimited access (logging in as any user) is also possible. To allow your Parent Account to have unlimited access contact your Lead Liaison Representative who can provision your account accordingly.
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- Go back to Settings > Users. You'll notice the Parent Access column shows Yes for the user
Viewing Assigned/Unassigned Child Accounts
To see which users have access to Child Accounts and what credentials they're using do the following:
- Go to Settings > Settings > Users > All Users
- Click the gear under the Actions column next to the user you want to inspect and select Assign Accounts
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To authorize a user to access a child account do the following:
- Go to the Manage Users page under Settings > under Settings > Users > All Users
- Click the gear under the Actions column next to the Use the drop-down menu to the far right of user you want to assign accounts to and select Assign Accounts
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- Click the Allow Access button to grant this user login rights to the Child Account
- To change who the user can login as click the pencil icon next to the account name and select the desired Child Account user. Remember, if you want to allow the user to login as himself/herself then a new user must be created on the Child Account. The same email address may be used.
- Once you've selected the login user, click the save icon
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Logging Into a Child Account
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For a user that has access to Child Accounts, they can sort and search all Child Accounts easily using the Sort by dropdown and the search box to the right of the dropdown as shown in the screenshot below. This is an easy way to make sure your company is staying within the licensing rights of your Parent Account or each Child Account. Sorting by "# of Prospects" in the dropdown might help.
