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User management overview
You can use
User Management
to add and manage your firm users. Firm administrators should add new firm members as users, and every user should have their own user sign-in credentials. To access User Management
, go to FileRoom
, Admin
, Users
, then User Management
.
You can perform the following actions on the
User Management
page:- Creating new users
- Editing users
- Activating users
- Resending user activation email
- Disabling users
- Reactivating disabled users
- Deleting users
You can use the search feature to find clients based on username, first name, last name, email id, and office location.
This article applies to:
- Product: SurePrep
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