How to copy your account profile to share access with a colleague

Learn how to invite a colleague to gain access to a copy of your account.

Invite a colleague to share your account, giving them access to the same information and online features. Your account can be copied so multiple users can access it:

  1. Sign In to your account
  2. From the top menu select Your Acount, then select Manage Accounts.
  3. On the Manage Accounts screen you can add a colleague in one or two ways, depending on your access level:
    1. If you have Manager access, select the tab, Colleagues I Manage, then the link: Add a Colleague.
    2. Other access levels can select the tab, Accounts I Access, then the link: Invite a Colleague.
  4. Enter your colleague’s name and email address. 
  5. Select the checkbox(es) for account(s) you wish your colleague to access, then click Submit.
  6. An Invitation email is immediately sent. Close the success message on your screen.
  7. Your colleague receives an email from Pitney Bowes titled: Invitation to create your account. They must select the link in the email - and follow these steps:
    1. Enter first name and last name
    2. Create a password
    3. Enter an answer to a security question
  8. Your colleague can now Sign In and access the same account details.