When new staff members join your firm, you can add them to the Users list in Practice Manager Contact.
Log in to Practice Manager Contact.
Go to View, Users or click the User button on the menu bar.
Click New.
In the Reference field, enter a unique reference ID for the new user.
Complete the remaining fields with details of the new user.
If the new user is a partner or manager, select the applicable Partner and Manager checkboxes.
Click Save and Close.
Note: These steps are only to set up a User. If your practice uses Time+Billing, then you will need to set the user up as a Staff member under View, Staff in the Time+Billing module.
If you have Practice Manager Security enabled, you will need to add the user also.