Giving manager access to users on your Self Serve account

If you’re a Self Serve account holder/owner who would like to give other existing users manager access to your online account, follow the steps below:

  1. Log into Self Serve, go to your My Profile page, and select People and permissions.
  2. Check for any user requests to become a Manager on your account.
  3. You may choose to accept or decline manager requests. You can view all accepted requests in the Role Management table detailing the customer names, e-mail addresses, and roles.

Note: Requests may only be received from users who have existing accounts in Self Serve.

Good to know

  • Access requests can be initiated by an Account Manager only.
  • Account Managers must have a valid email that is different from the account holder. Each person will have their own email and password to log into the account.

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