How to add another user..
You can add other employees at your company as additional users so they can help upload documents, assist in communications with project managers and agents, and any other tasks related to contract management.
Follow the steps below to add people to your team:
Login to your account and click “Account Settings” from the dropdown menu (this is displayed when you hover your cursor over your profile icon)
Select “Users” from the account settings side menu bar, then click the colored button at the top of the screen to “Create User”
From there, enter the user details into the corresponding fields on the screen
Note: If you haven’t created any security group settings before, you will be asked to create those when adding the user. Creating these settings allows you to select what the added users can see and do within the system such as Only viewing contracts vs. allowing them to upload documents/edit other details, etc.
Adding a User Cont....
Select which department you would like to add this user to
Select the security group setting for this user's account
Click "Continue" to finalize and save these details!
Once you click "Continue", we'll send an invitation email to this user so they can login and access all details according to their security group setting. Please don't hesitate reaching out to support if you need further assistance on adding users. Our team is happy to help!