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’
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Click on ‘My Users’, to list users attached to your firm account
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Then click create a user
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Complete their details and create a username and ‘save’ changes (your username must contain no dashes, spaces or symbols)
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You will see confirmation as below
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Click on ‘My Users’, to list users attached to your firm account
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Then click create a user
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Complete their details and create a username and ‘save’ changes (your username must contain no dashes, spaces or symbols)
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You will see confirmation as below
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Updated on: 28/09/2020
Thank you!