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How to Add a New Staff User:

This article only applies for Admin users in your organization. 




1.Click on setting icon on the right navigation menu.

 

 

2.Click on "Staff Users"

 

 


3.Select "Create User" located on the right

 

 

 

 

 

4. Enter the new user's information and decide whether you want to assign this person admin privileges. We suggest "no" if they are not an office manager or lawyer and will only be requesting records in their day to day usage of the account. 

 

 

5. Submit the form by clicking on the "Save " button. This new user will receive an email to accept your invitation and create their personal log-in password.

 


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