Once the new account is created, you will need to create a user and link it to the new account. This user will be able to log in and see the only the accounts they are assigned to.
Add the client details into the fields on the popup screen:
Username: Set the username the client will use
Password: Set the password the client will use
Email: Enter client email address for reporting purposes
Set the appropriate level of access for the client
Reports Only: Use this setting unless otherwise specified. This gives the user access to only view the dashboards and data without being able to add more phone numbers and change settings.
Reports & Configuration: Reports plus being able to change number configuration settings
Super User: Ability to add users to the account
Sub Admin: Ability to add new accounts
Select the client account from the "Accounts" list the user will have access to. If the user will have access to multiple accounts, you need to make sure the accounts are actively selected in the accounts menu.
You can then make multiple selections in the list below by holding CTRL on Windows and COMMAND on Mac and clicking multiple options.
Click create when done.