How to add a new employee, create a user, or add a worker to CASEpeer.
- NOTE: This can only be done by a firm administrator.
- Navigate to the Icon in the top right corner of your account and select Users.
- Click the Add Worker button on the left side of the page.
- A pop-up window will appear.
- Enter the new user’s information.
- Click Save.
- The new user will appear in the user list.
- Make sure to Select Which Case Assignment Drop-downs a User Will Appear In and set Permissions.
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