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.
To add a User, click on the 'Add New User' box. You will need the name and email address of the person you want to add. You can then set the Type of User to either Administrator or Standard. Set the permissions for notifications. Choose the setting for the user dashboard: Contractor Tools (manage your contractors) and Client Tools (your data).
Finish by clicking on Add New User. The system will send the user a verification email, which allows them to verify and set the password for their user account.