Adding a Firm User

To add a firm user:

1. Click the Add Firm User icon located near the search field on most pages or the Add Firm User button at the bottom of the Firm Users page.
2. In the Create Firm User dialog box, type the First Name, Last Name, and Email.
3. Select the appropriate roles for the user.
4. Either type a password for the user or click Auto-Generate Password. The user is required to change the password upon login.
5. Click Create User. This user is now listed in the table on the Firm Users page.