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How to give yourself and users access to your customer's account

Before you can manage your customers you must give yourself access. The following will take you through how to do this.

Written by Alan Butcher
Updated over 2 weeks ago

  1. Log in to your Defense.com account, and select Customers from the navigation on the left-hand side.

  2. From the list of customers find the customer you want access to.

  3. Click the Manage Access (people) icon in the Actions column to the right of the customer.

  4. This will take you to the Manage Access page for the selected customer.

  5. Search for the user in the list and click on their name. They will be added to the box.

    You can select multiple users from the list and they will be added to the box. Any users removed from the box will have their access removed.

  6. Now you've added your users, click the Update Access button.


That's it! 🎉 You've now given your user access to manage your customer's account.

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