Creating Read-Only Users

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

  1. Go to the User Access 
  2. Ensure you are on the Read-Only tab. 
  3. Click the New Read-Only 
  1. Enter the required information in the boxes provided. 
  1. 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.



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