Add User

1. Open Users from Administration.
2. Click Users.
   
3. On the main Users page, select Add User.
   
4. Fill out the Add User form:
   • Type in an Email Address.
   • Type in a Name (First) and Name (Last).
   • Type in a Title.
   • Type in a Work Number.
   • Type in a Fax Number.
   • Type in a Mobile Number.
   • Select On or Off for Two-factor Authentication.
   • Select an option under the Clients drop-down menu. Click Add client to user.
   • Select an option under the Roles drop-down menu. Click Add role to user.
5. Click Add User.
6. A welcome email will be sent to the new user, which will include a link that should be used to set a password.