Manage and add users

In order to maximize the use of Prolegis, a law firm can assign accounts to each individual engaged in the real estate file (lawyers, paralegals and accountants). By giving each a unique password, you can further customize documents, assign particular tasks to particular individuals and know who has completed applicable steps.

1. (if not already in the "User" menu) Click "Practice" to deploy the menu. Click “Users"
   
2. To edit an existing user Click "Edit"
   
3. To add a user, click "+Add User”
   
4. Enter name and email of new user
   
5. To give the user full access to the management area click the box next to "Access Management Area?"
   
6. If the user is an Active user click the box next to "Is Active?”
   
7. Click "Please Select..." to deploy the options for the type of user.
   
8. Click “Create"