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 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

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