To utilize the American Express Limited Account Manager Access functionality, please complete the following steps.
First, please see this page to understand what access UPLINQ’s team needs. We should only need Limited Access.
Login to Amex and click the Account Manager menu item on the top menu bar of your screen
Click Manage Other Users
Click Add or Remove Account Managers
Enter Your Pin
Complete Two-Step Verification
Select your Access level. UPLINQ only needs Limited Access. Please send all Account Manager requests to accounting@uplinq.com with the First & Last Name as Uplinq Bookkeeping.
If you have any questions or need assistance with this process, please contact help@uplinq.com and your UPLINQ point of contact. Thank you for your efforts and patience!
