Adding users to your firms account
First ensure your are signed into the practice managers account. Then add a Solicitor to your Firm Account From ‘My Dashboard’
Click on ‘My Users’, to list users attached to your firm account
Then click create a user
Complete their details and create a username and ‘save’ changes (your username must contain no dashes, spaces or symbols)
You will see confirmation as below
Click on ‘My Users’, to list users attached to your firm account
Then click create a user
Complete their details and create a username and ‘save’ changes (your username must contain no dashes, spaces or symbols)
You will see confirmation as below
Updated on: 28/09/2020
Thank you!