What are satellite accounts and how to use them?

SUMMARY

Whenever a single master account attaches to multiple users, we refer to them as Satellite accounts. The functions and privileges of individual satellite logins have one of three permission levels:

1. A Client Category

has permission (or lack of it) as follows:

Permission to:
No Permission to:

2. Your Company (Master) Category

has permission (or lack of it) as follows:

Permission to: No Permission to:

3. An Administration Category

has permission (or lack of it) as follows:

Permission to: No Permission to: The help we give you: Youtube tutorial for satellite accounts