Only Users with Firm Admin Role can create or manage users
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Navigate to
on the sidebar -
Click
, you can also search to see if the user already exists as well -
Fill out the pertinent details about the user. Their email will also be their username. Their Role will determine their access to the platform as described in User Roles.
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Once you’ve entered in the pertinent details click
. This will send them an email with instructions on how to create their account. -
As an admin, you can monitor their status as highlighted below. If they do not click the welcome email with 3 days, you will have to resend the invitation by clicking on the action dots to reveal the dropdown shown below.
