My Account - Advanced Learning Topics

All you need to know about the Roster and how it works

Roster: Account Access- Other Accounts

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Sometimes to do the best work we may need to access someone else’s Moxi Works account. We may be an assistant or on a team, but the information we need might be in another person’s account. Follow to instructions below to learn how to gain access to someone else’s account!

Gain Access to Other’s Accounts

  1. From your Roster select Account Settings.
  2. Select Account Access.

    Account Access My Profile Menu Update.png

  3. Select Manage under Other Account Access.

    Other_Accounts.png

  4. Select Request to search for other people in your Office.
    1. NOTE: You can see the other people that have requested you have access to their account (Circled in red).
    2. NOTE: You can see all the people that you have requested access to (Circled in blue).

      All_the_request.png
  5. Search for the person you would like to access.
  6. Select "Add" next to the searched user's name, then hit "Request" at the top.

    Request.png

  7. Once you have permission to access someone’s account, select the agent drop-down menu in the top left corner (See below).
  8. Select Switch User.

    Switch_User.png
  9. A connected panel will slide out from the right side of the screen. Choose which person you would like to access.

    Select_Account.png
  10. You’ll see a Switching loading screen.

    Switching.png
  11. Access Granted.

    Access.png

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