Add User to Client

Follow these steps to add a user to a client in PlexTrac.

In addition to allowing users to be administered at the client level, PlexTrac also allows users to be administered at the tenant level. Users may be added to individual clients or to the default group to access all clients within a tenant.

Step 1: Navigate to the "Account Admin" selection under the gear icon

Step 2: Click the "Authorization" tab

Step 3: Select the client for whom to grant the user(s) access

Step 4: Click the "Add/Authorize User" button

Step 5: Complete the form and click the "Authorize" button