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 user role to assign to the user.
5. Click Submit.