How to add firm users to your workspace?
To add a firm user under your firm, you can open the user management screen from Settings > Firm > Users > Manage:
From here click on Add to invite the firm users and configure the user's permission to either:
-
Regular User - The user will have permission to view questionnaire responses and clients' documents.
or
- Firm Admin - The user will have permission to adjust firm settings, change questionnaire questions and administer users.
You can also set up the security for the additional users by adding a Two-Factor Authentication.
For more information check the linked article below on how to set up 2FA for firms users.
At the bottom you will have the list of all the invited firm users. If needed, you may resend it if the link expired, or cancel the invitation to the workspace.
Frequently Asked Questions
What is the difference between a Regular User and a Firm Admin?
A Regular User can view questionnaire responses and clients' documents. A Firm Admin can also adjust firm settings, change questionnaire questions, and administer users.
What if the invitation link expires before my colleague accepts it?
The Invited Firm Users list at the bottom of the user management screen lets you resend an expired invitation, or cancel it altogether.
Where do I manage firm users?
Go to Settings > Firm > Users > Manage, then click Add to invite a new firm user and set their permission level.