How to invite an Account Admin

Overview

Inviting an Account Admin allows you to share Admin capabilities with others. Account Admins have the ability to do all functions within the account EXCEPT delete the account and edit billing. This guide will walk you through the steps to invite an Account Admin, ensuring that your colleagues or team members can access and view the necessary information.

This guide details how to invite an Account Admin. If you'd like to invite a Website Super User, please refer to this guide.
To learn more about the different account roles, please go here.

Steps to invite an Account Admin

Open your web browser and navigate to the Squid login page (https://app.asksquid.ai).
Enter your credentials.
Click on the "Login" button.
On the top right of your Squid dashboard, hover over your avatar



Hover over 'Account Settings', then click 'Account admin'



In the 'Account admin' settings, you will see an option to add email addresses. NOTE: These users will get an email invite asking them to join.
Enter the email addresses of the users you want to invite as an Account Admin. You can add multiple email addresses by clicking ENTER after each one.
If you'd like to delete a user, just click the trash can icon next to their name.

Please note that each user will have Account Admin access and be able to do all functions within your Squid account EXCEPT billing and deleting the account.

Updated on: 16/10/2024