Creating a User

You can create a new user account in the Users section of the HotDocs Hub.

To create a new User

1. Open the HotDocs Hub.
2. Navigate to the Users section.
3. Click Create User.
4. Enter the following User details:
1. User Name (required) – the username the User uses to log in to the Hub.
2. Last Name (required) – the User's last name.
3. First Name (required) – the User's first name.
4. E-mail (required) – used to e-mail a user with password reset instructions.
5. Send Login E-mail – if selected, send an e-mail to the newly-created user, prompting them to log in to the Hub.
6. Enable Login – if disabled, users cannot log in to the Hub.
7. Roles – select the appropriate role to assign to the User:
• Template User – can view Template Groups to which they belong, as well as load interviews.
• Template Uploader – can upload templates to the Hub from HotDocs Developer.
• Tenancy Administrator – can upload templates, administer Users, and administer the Hub.
5. Click Submit.