How do I add a new user to my institution (New Version of Confirmation)

How do I add a new user to my institution?

  Instructions:

Only Admin and Supervisor users can create new users for the banks.

1. To add a new user, from the Action Links section of the Administration tab, select Add New User.
2. Fill in all required information including the user’s first and last name, email address, and phone number. Assign a username that will be something the user will easily remember. 
3. Select a User Type from the dropdown menu.
4. Select the Application(s) for which the user will be using Confirmation. If the user will only be responding to confirmation requests, select Confirmation. If the user will be responding to asset verifications, select Asset Verification.
5. Select both applications if the user will be responding to both.
6. If applicable, select the Departments under which the user works.
7. When adding a new law firm user, select Lawyer from the User Type drop-down menu and assign an office.

   Note: Available departments/offices are based on the departments/offices assigned to the supervisor adding the new user.

8. Review the information and select save.

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