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 want the user you're adding to be a firm administrator, check the "Make Administrator" box. 
• 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 user's name you wish to delete.
• 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 user's name you wish to edit.
• Click "Edit User".

• Edit the user's first name, last name, and/or email as needed.
• Click "Submit".