Creating a new staff login/account

1. Click  from the navigation bar
   
2. Next click Security > User Accounts
   
3. The User Accounts page will default to users who currently have logins. You'll need to clear the "Has Permission" filter by clicking the "x" to display users who's accounts haven't been set up.
   
   
   
   
   
4. Next, select a single staff or multiple staff, and click Assign Office(s) & Roles in the top left corner.
   
5. Choose the staff's role and what office you'd like to assign them to, and click Save to confirm the changes.
   
6. An email with account set up instructions will then be sent to the selected staff. 
   

Creating a New Client Login/Account