To create a new Read-Only user, follow these simple instructions:
- Go to the User Access
- Ensure you are on the Read-Only tab.
- Click the New Read-Only
- Enter the required information in the boxes provided.
- Click on the Create button to finalise the creation process.
Please Note: When creating a Read-Only user you can only assign one file. However, once created more files can be assigned. Please see a guide for that here
An email notification will now be sent to the newly created read-only user, providing them with the:
- Firm username;
- Individual username; and
- A link to set their password.
Your new staff member will now also appear in your Read-Only user list.