Users
Your information front and center. Need to edit your info? Just click the pencil icon.
Admins – Manage Users quickly and easily.
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Add a new user by filling out the Invite section with the new user’s username, first name, last name and direct email (no general emails like “info@, or “MyFirmName@” please).
Click Save to generate an email that send them a temporary password.
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To view or change an existing user’s role, simply choose from the pre-populated drop-down list and then select and save their roles below.
- Need to remove a user? Check the Confirm Removal box under Portal Access and click Remove.