Adding Firm Users

Here's how to add firm users to your firm:

1. Go to Firm Account

2. Click the  Add Users

3. Type the First and Last name of the member, email and position in the firm and office assigned.

• If the user's name is not yet in the contact list, click the Add "name-of-the-member"
• If the user's name is already in the contact list, click the name of the user.
• You can add multiple users all at the same time by clicking the

4. If the user is an Admin, check the checkbox , if not, keep it unchecked.

5. Click the SEND INVITATION to send an email invite to the user