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.

Only firm administrators have access to the "Firm" button at the top right of the navigation bar. Regular users do not have access to this button.

Click "Firm".

  • Click "Manage Users"

Click "Manage Users".

  • Click "Add New User".

Click "Add new User".

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

Enter details.

  • 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 "⋮".

  • Click "Delete User"

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 "⋮".

    • Click "Edit User".

    Click "Edit User".

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