Instructions below will show you how to add new users to your Firm Account.
At the Dashboard, click on the 3 horizontal lines at the top left of the screen, click on Firm Users.
Note: Only Firm Admins can add new users to the account.
The Users page is now displayed. Locate the user or enter a First Name, Last Name or Email to filter the users.
Click the Trash Can icon directly to the right of the user to remove the user from the account.
To edit the user's name, email or role, click on the pencil icon directly to the right of that user name.
Click into any name, email or role fields to make edits. Press SAVE once all changes have been entered.
Please note: Do not uncheck yourself as a Firm Admin without designating a new Firm Admin first. If you remove the Firm Admin role before adding a new Firm Admin, you can lose the ability to manage the roles of the user.