How to Add Additional Logins to Platform Accounts

Chris Valdez

Updated September 28, 2023 17:26

1. Go to the https://dashboard.synapsefi.com/v3/auth/signin

2. Click on the Profile Icon on the top right, then click on Client Settings.

Screenshot 2023-09-28 at 12.22.55 PM.png

3. Next click on Permissions.

Screenshot 2023-09-28 at 12.23.52 PM.png

4. Then Create Login.

Screenshot 2023-09-28 at 12.24.47 PM.png

5. Now enter email, password, 2FA preferences, and desired Account Role or detailed permissions.

Screenshot 2023-09-28 at 12.26.01 PM.png

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