Create a User

Access

The following functions are available to certain users only, and sometimes not available to clients (if the Client Admin role is not used)

To add a user to a client 

If you ​work for the consulting firm (Team Member / Engagement Manager):

  1. Select Admin

  2. Select 

  3. Manage Users (next to the client)

  4. Click the Add User button

  5. Complete all required and any option fields

  6. Click Save

To add a user to your own team 

If you ​are a Client Admin or if you work for the consulting firm (Team Member / Engagement Manager):

  1. Select Admin

  2. Manage [My] Teams

  3. Click the Add User button

  4. Complete all required and any option fields

  5. Click Save