Before you begin
Decide which client information and configuration the person needs to access.
Recommended workflow
Create the user in the intended workspace and assign the appropriate role. Test access using a non-admin session.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not share the owner account or use broad administrator rights merely to resolve a missing menu.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team