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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1. Select Admin

2. Select Manage Clients

3. Manage Users (next to the client)

4. Click the Add User button

5. Complete all required and any option fields

6. 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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1. Select Admin

2. Manage [My] Teams

3. Click the Add User button

4. Complete all required and any option fields

5. Click Save