Account-Level Users
Jump to navigation
Jump to search
Overview
Users at the account level have been given access to a single account, for example the account of their parents or grandparents, or to a few selected accounts. Users at the Account level will log in, and be taken immediately to the Dashboard screen. The content on the screen will vary a little, depending on the user's role, as explained below.
User Levels
My Accounts Notifications Management |
|
|