Add a new user

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Click Add New User - The user information form will appear on the right of the screen. Enter the relevant user details into the fields provided. If the user being created is a Firm Admin User, tick the Admin checkbox. To finish the process, click Create User.

NOTE: Not all details mist be entered to create a new user. Only the Name, Email and password fields are mandatory however, it is recommended that all fields are entered. The User fields have tokens that can be set within default email text.


When an administrator creates a new user account, your organization may incur additional charges for the new user
if the number of users exceeds the contracted number of users. A cautionary popup window will appear to serve as
a reminder. To authorize additional charges, if applicable, click yes. The User will be added to the application.