Account Administrators can add unlimited users to the account at no extra cost, enabling each user to log into FamilyProperty using their own email address and password. To add your team , follow these steps:
Click on 'Account' in the main menu, then 'Users'
Click on 'Add' and fill in the fields, entering their full name, email address and select the relevant access level (Shown below). A description of each level is provided to assist you. Note: you can have more than one person as 'Admin'.
Do step 2, for each person you wish to add. Then click 'Save'
At any time, administrators can change the access level or remove access if someone leaves your firm/practice by clicking on 'remove'. Don't forget to save your changes.
4. New Users will receive an email almost immediately and they need to click on the button in the email, then click on 'Sign up' on the FamilyProperty page and complete the form by entering a password, selecting a state and agreeing to the terms and conditions of use.
5. New Admins for the account, can go straight to our FamilyProperty login page , click on 'Sign Up' and complete the same form as mentioned above.
This process should take no more than a couple of minutes. If you have any technical issues, please email firstname.lastname@example.org
The next step to consider is managing access to matters, see our related post to know how.
Or watch this short video that takes you through adding users as well as controlling access to matters.