Select the Security Menu
Select New User (Top right of screen)
Note: Current Fiscal Year should be checked (by default). This ensures that only active agencies will appear in the dropdown.
Note: Referral User Toggle
If the user will be exclusively using the referral portal, you can toggle this on. This will separate Referral Users from Users, so they will only show up in the Referral User list
Enter name, last name, and email address.
NOTE: The email address must be unique and may only be used one time per user
Select Add, then Exit
Give the system a moment to update and the new user account will open.
The new user will also appear in the list of users. You now have the ability to customize the specific access that users have from their new user profile.
If you need further assistance, please submit a support ticket via your user portal.