To begin adding a new user to your firm, navigate to Settings > User Profiles.
The Enter User Information window appears.
Fill in the Username, First Name, Last Name, and Role fields in the Name & Details tab. Username should be a valid email address for password recovery purposes.
Fill in any other relevant details and settings in both the Name & Details and Contact Information tabs.
Navigate to the Password tab.
Enter and confirm a temporary Password for the new User. Click
The new User is ready to log in with the specified email address and password.