1. To add an Administrator, simply click on “Add/Modify Administrators“.
Note: Only Firm Administrators can add other Firm Administrators. Firm Users can not create Firm Administrators.
2. Now click the “New Firm Admin” button.
3. Enter the Firm Administrator’s Contact Information. Set a Password for this Administrator Account as well.
Note: This Password can be changed by the Firm Admin at any time.
4.Access Rights
Set the Access Rights for the Administrator and click the “Save” button to continue.
5. The Firm Administrator has now been created and is now able to log into the portal using the login credentials you just created.
Note:Click “New Firm Admin” if you would like to create another Administrator.
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