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Creating and editing users

Using your Administrator role, click on Manage Users in Settings. At first, there is only one user: YOU.

Click on the pencil icon to open your admin user to change or update your admin email, username and password.

Show in List means that the user admin will be actionable (it can be assigned tasks and events). Uncheck this box if you won’t be assigning appointments or tasks to your admin user.


Note that if this box is checked, your Admin user will be counted towards your seat count for licensing purposes.

Force user to enter new password on next login is a useful tool that you can use when a user needs his/her password reset. As the instruction reads, upon entering the password provided by the administrator, the user will be forced to enter a new password to complete the login.


Is attorney checkbox will identify the user as an attorney in your team.

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