Admin: Managed Accounts

Manage client accounts safely with controlled access and operational workflows.
Admin & System Advanced
Business Impact
Improves client support speed while keeping access controlled and accountable.
When to Use This Tool
  • When supporting client workspaces
  • When you need to diagnose a client issue
Step-by-Step Setup Guide
  1. Admin or community manager role required.
Step-by-Step Usage Guide
  1. Open Managed Accounts
  2. Select an account
  3. Use the available tools carefully
FAQ

A controlled way to support accounts without sharing credentials.

Sensitive actions should be logged and role-controlled.

Double-check account identity before saving changes.

Yes, exit when you finish the task.

No, it’s primarily for support and management.
Use managed accounts to support clients fast—then exit the context to avoid mistakes.
Browse all guides Next guide