To create a new staff member, follow these simple instructions:
- Go to the User Access Module;
- Ensure you are on the Staff Users tab;
- Click the New Staff button;
- Enter the required information in the boxes provided;
- Click on the Create New Staff button to finalise the creation process.
An email notification will now be sent to the newly created staff member, providing them with the:
- Firm username;
- Individual username; and
- A link to set their password.
Your new staff member will now also appear on your Staff List.
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