Click on the button 'New', and input the account information. Save it

Assign or select Role/s. This defines the level of access for your consultant.

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Role Types	Description
Admin	has app administrative rights overall but not able to access financial assets.
User	default type user level access. Able to access basic apps and assets.
Financial	able to access financial assets like widgets and dashboards, and the Accounting Mapping.
Dashboard Only	has only access to dashboard assets
Attendance Only	has only access to Attendance Manager app
Peer Group	able to access peer group specific KPIs and benchmarking assets.
N-able Benchmarking	able to access N-able Benchmarking App and its related assets.

Click your avatar on the upper right corner, click "Switch to"

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