How do I create a user for my colleague?

To create a colleague as a user, you need to have user access as owner or admin.

1. Click on 'Users'.

2. Choose 'Create user'.

3. Click on 'Role'. Since you are creating a colleague, you should select either "Consultant" or "Admin".

4. Fill out your colleague's information.

​5. After clicking 'Create user', your colleague will automatically receive a welcome email with login details.