Creating a User

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

You must have a Site Administrator role to create a new user.

To create a new user

1. In the Administration pane, click Manage users.
2. In the upper right-hand corner of the screen, click 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.
• Active – if disabled, users cannot log in to Advance.
• Send login email – by default, HotDocs Advance sends login e-mails to new users.
4. Click Create.

The new user appears in the User list.