Add Other People to Your Account

If you multiple logins for you account and can invite users. Set different levels of permission based on how much access you want each user to have. 

1. Navigate to the Admin Page

2. Click Firm Members

3. Click Add New Member

4. Type in the Job Description field provided

5. Type in all mandatory fields provided and set Roles

6. When you're finished, click Save

The email invitation asks the recipient to join your account. 

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