Creating new Staff users

To create a new staff member, follow these simple instructions:

1. Go to the User Access Module;
   

2. Ensure you are on the Staff Users tab;
   

3. Click the New Staff button;
   

4. Enter the required information in the boxes provided;
   
   

6. Click on the Create New Staff button to finalise the creation process.

An email notification will now be sent to the newly created staff member, providing them with the:

• Firm username;

• Individual username; and

• A link to set their password.

Your new staff member will now also appear on your Staff List.