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Create a User
Access
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The following functions are available to certain users only, and sometimes not available to clients (if the Client Admin role is not used)
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To add a user to a client
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If you ​work for the consulting firm (Team Member / Engagement Manager):
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Select Admin
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Select Manage Clients
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Manage Users (next to the client)
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Click the Add User button
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Complete all required and any option fields
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Click Save
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To add a user to your own team
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If you ​are a Client Admin or if you work for the consulting firm (Team Member / Engagement Manager):
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Select Admin
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Manage [My] Teams
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Click the Add User button
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Complete all required and any option fields
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Click Save
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