The Manage users section of HotDocs Advance enables you to create, edit and activate user accounts.
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Users are individual user accounts used to login to Advance. Using the Manage users page in the Administration pane of Advance, you can create and manage users.
You can assign several administrative roles used by Advance, each with different capabilities; for example, users must have an Author role to upload templates.
To access templates, you can assign users to user groups.
You must have a Site Administrator role to view the Manage Users section of HotDocs Advance
You will typically create new users after initial configuration of HotDocs Advance is complete (including creation of work groups) and whenever you subsequently need to add new users. You can edit or deactivate users as necessary. You can assign users to user groups.