Add Child Accounts

The Details

Revaluate allows you to add up to 10 subusers to your account.

To do this, go to the Account Page and then click the green "Add User" button.

You will then set the Name, Email, and Password of the new user to be created. Please remember the password as you'll have to provide that to them. It's recommended they change this password next time they login which can be done from the Profile Page.

A few notes about this integration

  • Only the original account user can add new users.
  • All contacts in the account are visible to all users
  • Subusers can edit, delete, flag, or snooze contacts but not add new contacts.
  • Only the account admin will receive score alert notifications.