To add a firm user:
- 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.
- In the Create Firm User dialog box, type the First Name, Last Name, and Email.
- Select the appropriate roles for the user.
- Either type a password for the user or click Auto-Generate Password. The user is required to change the password upon login.
- Click Create User. This user is now listed in the table on the Firm Users page.