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Practice Manager Contact - How to add a new user?

Updated over 3 weeks ago

When new staff members join your firm, you can add them to the Users list in Practice Manager Contact;

  1. Go to View, Users or click the User button on the menu bar

  2. Click New

  3. In the Reference field, enter a unique reference ID for the new user

  4. Complete the remaining fields with details of the new user

  5. If the new user is a partner or manager, select the applicable Partner and Manager checkboxes

  6. Click Save and Close

Note: the steps above are only to set up a User. If the 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 PM-Security enabled, you will need to add the user also. Click here for instructions How to add a user to Practice Manager Security

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