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Creating new Staff users

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

  1. Go to the User Access Module;
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  2. Ensure you are on the Staff Users tab;
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  3. Click the New Staff button;
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  4. Enter the required information in the boxes provided;

  5. Check the information that you have entered. At this point, if you would like to start over you may click on the Reset button.

  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

  • Assigned password.

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

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