Go to the Settings menu item on the left-hand side.
Select Users from the middle tab.
Click on the blue Add User button, and enter their first name, last name, email address, phone number, and a secure password.
Select a User Role that suits the team member you’re adding. Most team members will only require Member access.
Admin Users will have access to edit templates, and engagement letters and connect to external apps like XPM and Zapier.
You can also select the yellow Disable button on the right-hand side to turn off user access, and click it to turn access back on again.
Currently, firms have an unlimited amount of users.
