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Setup & Administration by the Non-Primary Owner

If you are delegating turboDial setup and administration to an employee or consultant, you can do the following:

  1. Share your account owner login email and password for your turboDial Management account with the delegate. There is no risk that credit card or other sensitive information will be exposed.
  2. Install the delegate’s Infusionsoft ID email address into the Secondary Account Owner’s Email Address form. (After step 1, the delegate can perform this second step on their own behalf.)

With those two items your delegate will have the necessary access to setup and administer your turboDial application.