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Share an account when several people should work through one login, rather than each linking their own. Everyone acts through the same login, without needing its credentials.
A user can reach a provider by linking their own account through a connector profile, or by using an account someone else has already linked:
Example cases:
A support lead and a team of agents who all answer customers from one shared inbox.
  1. The support lead links the mailbox once.
  2. They grant each agent Account Member on it.
  3. Agents send replies through the mailbox without needing its password.
A team of analysts sharing the company’s single licensed seat on a reporting tool.
  1. The person who links the reporting tool’s single seat becomes its Account Admin.
  2. They grant the analysts Account Member on it.
  3. Everyone runs reports through that one seat.
The head of talent holds the only admin login for the recruiting system. Two recruiters need to use it, without connecting their own.
  1. Restrict the recruiting system’s connector profile to the head of talent, as Connector Profile Member.
  2. The head of talent links the admin login through it.
  3. They grant the two recruiters Account Member on that linked account.
To share an account another user linked, grant a role on that linked account:
Account roles shown for two Project Members of Project 1, granted roles on the account User C linked. User A, the Account Admin, manages it. User B, the Account Member, uses it. Both can link accounts through the project's connector profiles, and neither has access to the account User D linked, members and security settings, or Project 2.

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Share an account

Before sharing an account:
  • You need Account Admin on it.
  • The person must already be in the account’s project, or be an Organization Admin.
  1. Go to Accounts and open the account.
  2. Select its Access tab.
  3. Click Add Members, select the people, and choose Account Admin or Account Member.
To share it with a whole group, see Assign a group to an account.

Connector Profile Access

Control who can connect through a connector profile in the first place.

Which role applies

How a shared account’s roles combine with project roles and groups.