How to Create a New Internal User

Admins can create new Preparers, Reviewers, Admins, and Internal Viewers in Settings.

Steps

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click Manage Users & Groups.
3. Click Internal Users.
4. In the top right corner, click Add User.
5. Enter the first and last name of the new user.
6. Add an email address. This is the email address that the user will use to log in and receive email notifications.
   • If an internal portal user will also be an external user (i.e. investor contact), they will need separate email addresses for each role. See our article on using a single email for the internal and external application for additional options.
7. If desired, add a phone number.
8. Select the user role.
9. Click ‘Save’.
10. The new user will receive a welcome email with instructions on how to log in for the first time.