How do I add a new user?

To add a new user you will need to be set to your "Admin" role. You can do this by hovering over your initials in the top right corner and selecting "Switch Role to Admin" from the drop down menu.

Once you have successfully entered Admin mode you will hover over "More" in the top banner and select "Users"

Select "+Add" in the upper right corner.

Start by filling the blank fields in the form

• Email address (this should be unique to this user as it will serve as their Login)
• First Name
• Last Name
• Phone number (This should reflect your user's professional phone number, not personal)
• Initials

Select whether this user is a commissioner by enabling the toggle for yes or disabling to toggler for no.

Select the user's Role you will be assigning them. Should you wish to grant them administrative permissions you will select "Admin" as your first role which will open up a second field to select "Solicitor" or "Clerk". If you do not wish to grant administrative permissions you will simply select their primary role to be "Solicitor" or "Clerk".

If your firms has a preset group to view all files, you may add that group to the users profile as well, below the role.

You will then need to set a password for the user to complete set up.

Once you have completed the above fields hit save. 

You can then inform your user that they are able to login to the program with the provided password during setup, or by resetting their password through the "Forgot your password?" link.