Update firm users

Use our client application form to add users from your firm.

You can active/inactive firm users and/or update their email addresses from the firm users tab of the maintenance menu.

Deactivate firm users

1. Select the users you want to deactivate by checking off their name on the firm user list.
2. Click the 'action' button in the top right corner of the firm user list and then choose to 'deactivate users'.
3. You’ll see a confirmation message reflecting that the changes were successful.
4. Click to remove the 'show active firm users only' filter to view all active and inactive users, including those you just deactivated:

Activate firm users

1. Remove the 'show active firm users only' filter to see inactive users.
2. Select the users you want to activate by checking off their name on the firm user list.
3. Click the 'action' button in the top right corner of the firm user list and then choose to activate users
4. You’ll see a confirmation message reflecting that the changes were successful.

Update a firm user’s email address

1. Click on the name of the user whose email needs to be updated.
2. Click the 'edit' button.
3. Edit email address and click the 'save' button.

Note:

• All firm users must have a unique email address to help ensure a secure login process. Any email addresses which aren’t unique will be highlighted in red and display a warning on the firm user list:
• The application looks for non-unique email addresses among your entire firm user list, including both active and inactive users. If you’re getting a non-unique email warning for an active user, you may need to review and update an inactive user’s email. Remove the 'active firm users only' filter to see inactive users: