Invite a user to the Your Account online portal

Learn how to share access to Your Account with someone in your organization. The person you invite can register with their own details and view the accounts linked to your online profile.

Important: This can only be done by clients who have manager access.

1. Sign in to the Pitney Bowes Your Account online portal.

2. Select the Your Account business portal.
3. Select the Your Account menu and click Manage Accounts.
4. On the Manage Accounts screen, you can add a colleague in one or two ways, depending on your access level:
   • If you have Manager access, select the tab, Colleagues I Manage, then the link: Add a Colleague.
   • For other access levels select the tab, Accounts I Access, then the link: Invite a Colleague.
5. Enter the person's name and email address.
6. Select the checkbox for each account you want to share, then click Submit.
7. An invitation email is sent immediately.
8. To access the shared account details, the recipient must select the link in the email and complete registration.