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How to add a new client admin

Only existing client admins can add another client admin.

A client admin is a user with permissions to all families, accounts, and assets within a client. Client admins can also create new families, edit existing families, and set permissions for other users.

Please note that the user will first need to be added as a person and then be activated as user before they are added as a client admin.

The video below shows how a new Client admin can be added: