Add a New User or New Vendor License

NOTE: You must have Super User/Admin access to add new users.

Follow the below steps to add a new case manager:

1. Click on 'Setup' in the left menu and then 'Settings'. Next, click on 'Case Managers' in the menu.
2. In the case managers list, click 'Invite New Case Manager'.
3. Fill out all the details for the new case manager. Click 'Save'.

NOTE: The new user will receive 2 emails; one with their user ID and one with a link to set their password.

Follow the below steps to add a new vendor case manager:

1. To add a Vendor Case Manager, click 'Invite New Vendor Case Manager' on the same 'Case Manager' page. Enter the details, including the vendor firm this person works for, and then click 'Save'.
2. Click 'Setup' in the main left menu and then 'Settings. From there, select 'Organization Tools' in the left menu.
3. Select 'Vendor Access' in the left menu. Next, select whether you want to grant vendor access to a corporation or client. Search for the desired corporation/person and then click 'Choose'.
4. Click 'Add' under 'Vendor Access Rights'. In the pop-up, select which vendor case manager has access to the corporation/person you selected, and configure the settings as needed. Click 'Save' once done.