Adding Users
From the Home page, navigate to the Profile section in the left-hand menu and choose 'Users'. On the Users page, you can add and manage users.
In the Users section, you can set the Primary Administrator, view existing users and 'Add New User':
Click on the 'Add New User' box.
Enter the name (First, Last) and email address of the person you want to add.
Set the User Type to either Administrator or Standard.
Set the notification permissions for billing and account notices.
Select the setting for the user dashboard: Contractor Tools (to manage your contractors) or Client Tools (to access your data).
Finish by clicking on Add New User.
The system will send the user a verification email, allowing them to verify and set a password for their user account.