Articles in this section

See more

Create a New Managed Account

  • Updated
Follow

You can read more about Aero Advisor here.

  1. Click on the Aero Advisor menu then click Add New from the Managed Accounts screen.
    Managed_Accounts_-_Aero_Workflow_V3.png
  2. Fill out your client's Company Name and address information, choose the account size, choose a Library Option, and then click the Create button.
    Create_Account_-_Aero_Workflow_V3.png
  3. The new account will be created, adding you as the first user. Note that you will be logged into the new Managed Account as a user.
    Welcome_-_Aero_Workflow_V3_and_System_Emails_-_Aero_Workflow.png
  4. To log back into your original Aero account, simply switch accounts. 

Related articles

Comments

0 comments

Please sign in to leave a comment.