1) To start registering a new user to the system, click on “Settings” dropdown menu on top right.
2) Click on “Firms Info” from top right “Settings” dropdown as shown below:
3) A pop-up form will be displayed as shown below:
4) The form will require the user to fill in the following matter information:
- Salutation – this is the title for the user.
- Gender – this is the gender of the user.
- First Name – this is the user first name.
- Last Name – this is the user last name.
- Role – this is the position of the new user.
- Email – this is the email address of the user.
- Remarks – this is additional remarks associated with the new user.
5) Fill in all required information in the form to add a new user.
6) To make changes, click “Save Changes”.
7) To cancel, click “Cancel”.
8) Information field with (*) is mandatory information to be filled.
9) Empty information field will cause failure for user to apply changes.