Most organizations have multiple billing accounts, but not all users need access to every account. If you're a Business Hub Customer Administrator, you can assign accounts to the users who work on them.
However, if everyone needs access to the accounts, you can do that easily as well as remove accounts from a user.
To change the accounts assigned to a user:
- Sign in to Business Hub.
- Click Admin > Users.
The Business Hub lists the users for your organization. Users with additional permissions or roles have icons next to their username: Customer Administrators ().
- Search for the user by doing one of the following:
- Scroll through the list of users. If you have more than 20 users, use the arrows at the bottom of the page to navigate between pages.
- Start typing part of the user's first name, last name, or username in the Search field.
- When you find the user, click the row. The Business Hub displays profile information for the user.
- Click Edit User Profile.
- Click the Accounts section. The Business Hub lists the accounts assigned to the user based on the account groups you selected.
- Make changes to the user's assigned accounts:
- To remove the user's access to an account, clear the checkbox on the row for the account in the Assigned Accounts section.
- To add access to an account, click the on right of the Usassigned Accounts section to expand it, and then click the checkbox next to the account(s) you want to add. To add all unassigned accounts, click the checkbox on the gray bar above the column of checkboxes.
- Click Save.
Most organizations have multiple billing accounts, but not all users need access to every account. If you're a Business Hub Customer Administrator, you can assign accounts to the users who work on them.
However, if everyone needs access to the accounts, you can do that easily as well as remove accounts from a user.
To change the accounts assigned to a user:
- Sign in to Business Hub.
- Click Admin > Users.
The Business Hub lists the users for your organization. Users with additional permissions or roles have icons next to their username: Customer Administrators ().
- Search for the user by doing one of the following:
- Scroll through the list of users. If you have more than 20 users, use the arrows at the bottom of the page to navigate between pages.
- Start typing part of the user's first name, last name, or username in the Search field.
- When you find the user, click the row. The Business Hub displays profile information for the user.
- Click Edit User Profile.
- Click the Accounts section. The Business Hub lists the accounts assigned to the user based on the account groups you selected.
- Make changes to the user's assigned accounts:
- To remove the user's access to an account, clear the checkbox on the row for the account in the Assigned Accounts section.
- To add access to an account, click the on right of the Usassigned Accounts section to expand it, and then click the checkbox next to the account(s) you want to add. To add all unassigned accounts, click the checkbox on the gray bar above the column of checkboxes.
- Click Save.
Most organizations have multiple billing accounts, but not all users need access to every account. If you're a Business Hub Customer Administrator, you can assign accounts to the users who work on them.
However, if everyone needs access to the accounts, you can do that easily as well as remove accounts from a user.
To change the accounts assigned to a user:
- Sign in to Business Hub.
- Click Admin > Users.
The Business Hub lists the users for your organization. Users with additional permissions or roles have icons next to their username: Customer Administrators ().
- Search for the user by doing one of the following:
- Scroll through the list of users. If you have more than 20 users, use the arrows at the bottom of the page to navigate between pages.
- Start typing part of the user's first name, last name, or username in the Search field.
- When you find the user, click the row. The Business Hub displays profile information for the user.
- Click Edit User Profile.
- Click the Accounts section. The Business Hub lists the accounts assigned to the user based on the account groups you selected.
- Make changes to the user's assigned accounts:
- To remove the user's access to an account, clear the checkbox on the row for the account in the Assigned Accounts section.
- To add access to an account, click the on right of the Usassigned Accounts section to expand it, and then click the checkbox next to the account(s) you want to add. To add all unassigned accounts, click the checkbox on the gray bar above the column of checkboxes.
- Click Save.