Add User Accounts

Invite New Users:

• The Principal Officer or Account Opener can invite new users by going to the Organization tab on the main menu. 
• From here, select Organization Info from the sidebar menu. 
• At the top of the screen, enter the email address of the person you are inviting to become a user. 
• Click Invite.
• An email will be sent to the address provided letting the person know they have been invited to create an account for the organization.  They must click on the link provided to create their account.  The email link is good for 24 hours.  If the person does not create an account within 24 hours of the receipt of the email link, they must be invited again.
• Upon clicking on the link, the new user will be prompted to enter the following information:
  • Name
  • Email
  • Date of Birth
  • Address (this can be the same as the organization address)
  • SSN last 4 digits
  • Phone Number (this can be the same as the organization phone number)
  • Title
  • Password
  • Accept Terms and Conditions

• Once a new account has been created, an email will be sent to the Principal Officer informing them that a new user has been added to the account.

Change User Passwords:

• To change a user password, a user may utilize the “forgot password” link on the sign in page.
• Alternatively, the account opener may change the password for users on the Organization Info page.  Click on the key icon for the user to change the password.

Delete Users:

• The Account Opener may delete users on the Organization Info Page.
• Click on the trash icon for the user to delete the user from the account.
• Once deleted, this action can not be undone.  If you wish to reinstate the user, an email invitation must be issued from the Organization Info page. (see above)