How do I request a new Client User?

Steps to Request a New Client User

• Open a Support Ticket, see How to Open an Acuity Support Ticket
•  Attach the New User Request Form, sample provided here: 
• You can request a copy of your site-specific form from Support if it has been misplaced
• If Acuity is not your system of record, please make sure to provide the user mapping code in your request if applicable
• For more written instruction on mapping, see Data Mapping Manager
• Example Ticket below:

Required Information:

• Name
• Email
• Supervisor
• Role

Note: In Acuity, a supervisor is not necessarily a user's manager.  A Supervisor needs to be an active User.  A Supervisor needs to have a high approval limit.  If the new user is an Invoice Reviewer and the invoice exceeds their assigned Approval Limit, the invoice would route to their listed Supervisor.  

Additional Call Outs:

• Acuity Support will set up the user in our Admin system first, then add the desired roles in your site
• We will close out the ticket once we have provided their login credentials
• IF the user requires Acuity Support training, please note in your original case

Note: If the user will be an Invoice Reviewer, they will not receive invoices to approve until they are assigned to a matter.