Creating a Delegate User
- Brandon Fuller
- Former user (Deleted)
- Justin Baker
The Client Manager has the ability to add multiple sub-users to their account. This allows all enabled users to post and edit hearings. To add a new user to your account follow the steps below.
Step 1: Press the blue "User" button on the left-hand side of the screen. You will be taken to the Client User List Page.
Step 2: Once on the Client User List page, click the orange "Add" button on the bottom left corner of the information box. You will be taken to the Client User Edit Page.
Step 3: Fill out the user information and click the orange Save button at the bottom of the information box (anything with a red asterisk is required information and must be filled out).
After clicking "Save" you will automatically be redirected back to the Client User List Page and the new user's name should appear in the list. If you need this new user to have manager privileges to be able to create and edit other new users please reach out to the Success team via ticket and they can upgrade the permissions for the user you have created.