WebAdmin - Adding Users

An firm administrator can add new users to the organization following the following steps.

IMPORTANT NOTE: When an account is created the new user will receive a confirmation email. The user MUST use the link in the email to complete their registration within one (1) hour. If the user does not complete their registration within one (1) hour, the welcome email will need to be resent by the administrator.

1) Click on the users tab

2) Click on All tab under the Users tab

3) Click on the Add button (the + sign) on the right side

4) Add the user's information (Full name, email, username, role) - Each user must be unique.

5) Click on checkbox in the "Active" column

6) Click on Save ( Checkmark in the "Actions" column)

WebAdmin - Adding Users

WebAdmin - Adding Users

1) Click on the users tab

2) Click on All tab under the Users tab

3) Click on the Add button (the + sign) on the right side

4) Add the user's information (Full name, email, username, role) - Each user must be unique.

5) Click on checkbox in the "Active" column

6) Click on Save ( Checkmark in the "Actions" column)

The user will receive an email at the email address and must complete their registration (creating their password) within the hour.