How to Create a User

Only Users with Firm Admin or Account Manager Role can create or manage users

1. Navigate to “Team Members” on the sidebar

2. Click “Add User”, you can also search to see if the user already exists as well

3. 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.

4. Once you’ve entered in the pertinent details click “Create User.” This will send them an email with instructions on how to create their account.

5. As an admin or manager, 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.