Adding an Account Manager
Add an account manager to your Canopy Stone portal.
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Account managers can access your Canopy Stone Portal on your behalf. To add an account manager:
- Sign in to your Canopy Stone Portal
- Go to Settings or Team
- Select "Add Account Manager"
- Enter their name and email address
- Set their permissions and send the invitation
They will receive an email with a link to create their login and access your account.