How do I manage my firm's users?

This is for firm administrators who wish manage their firm's users by adding, deleting or editing users.

To add a user to your firm's account:

• Click "Firm" at the top right of the navigation bar.

• Click "Manage Users".

• Click "Add New User".

• Enter the user's first name, last name and email.

• If you'd like the user you're adding to be an additional firm administrator, select "Make Administrator" by clicking the checkbox.
• Click "Submit".

To delete a user from your firm's account:

• Follow the above steps to access the Manage Users page.
• Click "⋮" to the right of the appropriate user's name.

• Click "Delete User"

• Click "Delete User" again.

To edit a user:

• Follow the above steps to access the Manage Users page.
• Click "⋮" to the right of the appropriate user's name.

• Click "Edit User".

• Edit the first name, last name and/or email of the user.
• Click "Submit".