Add an Account to Your Organization

Account administrators can use Account Manager to add existing accounts to their own organizations.

When you add an existing account to your organization, the account can access your organization's private space on XChange ( This access level lets the account interact with partners in your private space and to log support tickets on your behalf.

To add an existing account to your organization, perform the following steps:

  1. Log into Account Manager.
  2. Click User.

    The Users page opens, showing a list of accounts.

  3. Click Add User.
  4. In the Email Address field, enter the email address of the account you want to add to your organization.
  5. Fill in any other required fields.
  6. In the Organizations section, click Add to open the Assign Organizations window.
    1. Search for organizations, and check each organization to which the account belongs (each account must belong to one or more organizations).
    2. To apply the organizations to the user, click Add
  7. In the Primary Organization list, select the user's primary organization.
    Only account administrators for the primary organization can manage the user's account.
  8. Click Add.

    The account is now added to your organization and can access your private client space on XChange. To verify this access level, contact the user.