How to add a user - Web guide

✅ Step-by-step guide:

1: Sign in via the website and go to the Users section

2: On the right side, click the drop-down menu and select Add User.

3: Fill in the user’s details (name, email, phone number, and role) and Save.

4: Enter the one-time password (OTP) sent to your phone or Google Authenticator and click OK.

5: Add the user’s documents and Save. The user will be added to the account.

A confirmation notification will be sent to you, all managers, and the new user.
 

💡If adding a director or partner, the request will be sent to our support desk for approval.