Adding Users and Assigning Roles

You can add as many users as want to the program.  When you create a new user you will want to assign an appropriate role as well.  Role-based assignments are important in keeping your firm running smoothly.

Adding a User

  1. Click on Administration in the bottom of the left navigation bar.
  2. Once on the Administration page, select USERS in the left navigation bar.
  3. Click on New user.
  4. Complete the Personal data block.

    Note:  DO NOT enter data into the External ID field.

  5. Check that all data are correct and press Create.

        Note:The user will receive an email notifying they have been added to the system. The new          user should follow prompts to create their unique password. 


Assigning a Role

  1. Click on user’s name.
  2. In the Roles section, click on Add role.
  3. Select role from drop-down list.


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