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Creating new Read-only users

Read-only users will only be able to view files they have been given permission to view. They will not be able to edit any item within the MyWorkpapers platform. For this capability please see about creating them as a Staff User

To create a new Read-only user, follow these simple instructions:

  1. Go to the User Access Module;

  2. Ensure you are on the Read-only tab;

  3. Click the New Read Only Button;

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.

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

If the user does not receive an email please have them use the reset password function. 

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