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Creating new Client users

To create a new client user follow the simple instructions below, for more information on Clients Users please go here:

  1. Go to the User Access Module;
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  2. Ensure you are on the Client Users tab;

  3. Click the New Client User Button;

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4. Enter the required information in the boxes provided; Please note that file access can be edited later on and does not have to be given upon creation of the user. 

 

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

  • Firm username;

  • Individual username; and

  • Assigned password.

Client users use the same login page as staff users, and can reset their password in the same way should they not receive the initial email.

Your new user will now also appear in your User Access module. 

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