Based on your selected plan and number of licenses, you may add team members in different roles to focus on specific areas of your immigration firm. Navigate to Settings/User Management to access the User Management feature.
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Click on the Add User button to start adding a new user.
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Enter the team member’s First Name, Last Name, Email, and Assign Role on the Add User tab. You may also opt to add their Hourly Rate.
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Toggle the Enable and Send portal invite buttons and click Save or Save and Add another if you intend to add another user.
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Note: You will see a success message on the top right of the screen once you have added the user.