Additional Users - Overview
Megan Baker avatar
Written by Megan Baker
Updated over a week ago

Welcome to All Customers > Additional Users!

From here you can:

  • View all of your Additional User's profiles including their purchase summary, payment history, notes, general info, participants associated with their account, and past communications

  • Send emails, push messages, or SMS texts to one, multiple, or all Additional Users

  • Restrict access to the member portal

  • and export a CSV file with your Additional User's information

To get started, visit the All Customers section and click on Additional Users

Use the search bar to look up a specific Additional Users and select one, all, or multiple to email, send a push message or SMS text, turn off Member Portal Access, delete, export a CSV of their information, or (coming soon) add them to an automated campaign.

Click on an Additional User's name to navigate to their unique profile:

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