Add User to Client

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

PlexTrac allows for role-based access controls at the client level. This enables teams to grant users to access only the clients they need with the privileges they need to accomplish their tasks.

Step 1: Navigate to the "Clients" view

Step 2: Click the "Client Details" button of the Client to which to add a user

Step 3: Scroll to the bottom of the page and click the "Add / Authorize User" button

Step 4: Complete the form and click the "Authorize" button