Adding a New User
To add a new user, please navigate to Settings>Users>Add New User:
Editing Users and Resetting Passwords
If you made a mistake while creating a user, or, if the temporary password has expired and you would like to reset it, that's easily fixable via the "Edit" button:
Deactivating Users (Admins only)
When it comes to deactivating users, there are multiple options admins can choose from:
- Set inactive - User cannot log in. Typically for user who leaves the firm. Users client/plans will not show up on firm reports and others cannot access them.
- Lock Account - Locks the user out and does not allow logging in.
- Unassign Seat - Allows admins to transfer the "seat" (license) to a new account/email without purchasing an additional "seat".