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Creating a User

If you are using Active Directory to manage users, see Importing user groups from Active Directory. You cannot create individual user accounts in an Active Directory tenancy.

You can create a new user account in the Administration section of HotDocs Advance.

To create a new user

  1. In the Administration section, click Manage users Manage users.
  2. In the upper-right corner of the screen, click Create Create new user.
  3. Enter the following user details:
    • First name (required) – the user's first name.
    • Last name (required) – the user's last name.
    • Email address (required) – used to e-mail a user with password reset instructions.
    • Administrative roles (optional) – if appropriate, select the administrative role to assign to the user.
    • User active – if disabled, users cannot log in to Advance.
    • Send invitation email – by default, Advance sends e-mails to new users, inviting them to log into the site; if you do not send the e-mail now, you can re-send the user invitation e-mail later.
  4. Click Create.

The new user appears in the User list.