View Categories

Managing Users in M2E Accounts

2 min read

M2E Accounts offers a secure user management system that allows account owners to share access with team members.

How to add read-only users #

If you’d like to let a team member view your M2E Accounts data, you can send them an invitation:

1) Sign in to M2E Accounts using your primary (original) account email.

2) Head over to the Users section in the dashboard.

3) Click the Add User button.

M2E Accounts Add User

4) In the pop-up form, fill in the user’s Name and Email. Once entered, hit Save.

M2E Accounts Provide User Name and Email

The person you invite will receive an email containing a secure link. They’ll need to click the link and set a password to finalize their account setup.

5) Once registered, they can log in to M2E Accounts independently using their email and chosen password.

Current user roles #

M2E Accounts supports two distinct roles:

  • Admin. The main account holder, has full access to all settings, billing, and user controls. Only one Admin can exist per account.
  • User. Can view account data related to the connected company, but cannot modify anything. For security reasons, some tabs and settings remain hidden or inaccessible to read-only users.
M2E Accounts Restricted Access

Looking ahead #

We understand that businesses need more flexible team collaboration tools. That’s why we’re developing advanced permission levels, such as editing rights, partial access, and tailored roles, for both M2E Accounts and M2E Analytics. Once these features are ready, we’ll share the news via our M2E Monthly Digest.

Leave a comment

Your email address will not be published. Required fields are marked *