When new staff members join your firm, you can add them to the Users list in 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: 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
