Create a Team Member account

Only an Administrator can create a Team Member account. If you’re an Administrator, you can create a new Team Member account by following these steps:

  • Open the More submenu in the Menu at the top of the page and click on the Team Members This opens the Team Members page.
  • Click the Add Team Member button to open a new window.
    Add a Team Member bu clicking on the "Add Team Member" button.
  • Enter the salutation (like Mr, Ms, Dr, etc), first name, last name and email address of the new Team Member. Additionally, you may add their job title and make them an Administrator at this time. (Don’t worry, you can always change this at a later time.)
    Simply enter the minimal information to quickly create a Team Member account.
    The email address you use for this Team Member must be unique in your portal. That means no Clients or other Team Members may use this email address to log into your portal.
  • The new Team Member will receive an email message with a link to confirm his email address and pick a password. He can then log in on your login page and get started.