Add Team Members

How to add Team Members

Rafael avatar
Written by Rafael
Updated over a week ago

Based on your selected plan, you may add team members in different roles to focus on specific areas of your immigration firm. Navigate to Settings/Users to access the User Management feature.

  1. Enter the team member’s email, first and last name on the New User tab.

  2. Select the role that’s needed for the team member being added. Ensure to check on your licenses available in the top right of the screen. You’re done!

If you do not have any license available and wish to purchase additional license, please visit this link: How to purchase additional licenses

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