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How to create a user or admin to manage multiple locations without giving them agency access?

STEP 1: Log in to your Vintory CRM account

Switch to an Account  

(Drop down menu on the upper left corner of the screen)

  • Choose a partner where you want to add the contact/s.

STEP 2: Go to Settings and select Agency Team Management. Click Edit or create the user or admin

STEP 3: Make sure that the user type is Account so they cannot access the agency view. Choose the Account that you want this user or admin to manage