Adding New Users

Adding New Users

To add a new User to Junxure, you must have a free Junxure license.

Adding a New User

  1. Navigate to Settings > User Profiles.
  2. Click +New User 1. The Enter User Information window will appear.
  3. In the Name & Details tab, enter the following required information:
    • Office: If your Firm takes advantage of the Office feature, select the Office(s) the new user belongs to.
    • Username: The email address for the new User. This must be a valid email address to complete the registration process.
    • Confirm Username: Enter the email address a second time to verify.
    • First Name
    • Last Name
    • Primary Role: Select closest match for the User’s role in your firm.
  4. Enter any other details you would like here and in the Contact Information tab.
  5. Click Save and Invite to commit your changes.
  6. The user you have just created will receive an invitation email to complete their registration.

1 If you do not see a New User button above the Grid, you will see a notice that you have no free licenses. See Managing Active Users and Licenses for more information.

    • Related Articles

    • Managing Active Users and Licenses

      Junxure is licensed and operates on a per-user basis. Each Active User requires one license. To add new Users, either another license must be purchased or a current active User must be deactivated. To preserve data integrity, Users cannot be deleted. ...
    • Adding a New Record

      Prior to adding a new Record, it's important to know which information you will be storing in each Record. To help you determine which fields you should populate, Junxure created the Important Fields Best Practice sheet. Tip: The steps below allow ...
    • Adding an Opportunity

      To add a new Opportunity you must open a Record that you wish to add the Opportunity to. Each Opportunity must belong to a Record. In the Record Details view of the desired Record, select Add Opportunity from the command bar under the Record Summary. ...
    • An Employee Leaves the Firm

      Do you have an employee that is leaving the firm? Here are a few things that you should think about to make sure you have your bases covered. When logged in as a Junxure Admin, in the Password tab of the User Profile, change the User’s password so ...
    • Adding New Actions or Workflows

      Actions added to Junxure must be created from a Workflow Template that can have any number of fields pre-populated. Many generic template options are included with your database. These may be edited or more may be created through Workflow Templates. ...