Adding Firm (Professional) Users

This article applies to: Firm Administrators

Adding a firm user utilizes a license. If you have no more licenses available, click here to contact the AuditDashboard Support team. There are two ways to add Firm (or professional) user(s):

• Create a single User
• Create multiple Users by uploading an Excel file

Create a single User

1. Navigate to Users in the main menu.
2. Click the New User icon to add a new user. This opens a form to provide details on the user.
3. In the Company dropdown, the first entry will be your firm's name. Select this option, and fill in the user's name and email address - these fields are required. 
4. (Optional) Provide additional contact information such as a Title, Phone, Meeting Booking URL. 
5. Select the roles and permissions to grant to the user. Details on the roles, and the levels of access provided by each option, can be found here: Understanding Domain (System) Roles and Permissions.
6. Click Save. 
7. The user has now been added to the portal, but will need to be invited before they can log in. To invite a user, follow these steps: Inviting Users to Your AuditDashboard Portal. 

Create multiple Users by uploading an Excel File

1. Navigate to Users in the main menu.
2. Click the Upload Users icon at the top-right corner.

3. You will be promoted to Upload a User List using the template provided. 

   

   4. The users now have been added to the portal, but will need to be invited before they can log in. To invite users, follow these steps: Inviting Users to Your AuditDashboard Portal.