Follow the instructions below to add a new user 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.
Right side of the screen, click the +ADD USER icon.
Enter in the required fields of First Name, Last Name and Email. Click on Invite.
(1) An email notifying them that they were invited by you to join this firm.
(2) A second email to reset their password so they can sign in to their new account.