Add a Firm User
  • 14 Dec 2023
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Add a Firm User

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Article Summary

Adding a collogue to NetLease for Auditors account requires a few simple steps. 

Adding a Firm User

  1. Click on the Admin tab
  2. Click the Admin Actions dropdown
  3. Select New Firm User 
    1. (If you don't see this option, your box wasn't checked on step 5 of this article when your user was created).
  4. Fill out the required fields. Reference the User Access article for more info.
  5. Check this box if you want this user to be able to create other firm users.
  6. Click Create when done. Note that the user will receive an invite email.



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