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User Attributes

Note: Only users with the Firm Admin role are able to add and edit users.

To add a user, begin by selecting Dashboard from the navigation and select the Users tab.

Press the Add a User button to insert a new user row. After filling out the appropriate details press the green Save button.

After pressing Save you will receive a confirmation the new user was created. The user will then receive a welcome email with their temporary password.

Username: The user's email address

First Name: The user's first name

Last Name: The user's last name

Display Name: How the user's name will appear in the system

Active: Determines if the user is allowed to log in

MFA: Determines if the user is required to use multifactor authentication

Roles: The roles the user is a part of. The Firm Admin role will provide access to add and edit users, as well as to the billing system.