Setting up a new account for a staff member or even a new attorney in your office is simple and quick.
Doing this will automatically update your billing!- Under the Firm Settings of your account, go to the Users section.
- Then click on the Add New icon (located at the top right-hand corner of the section).
- This will bring up a New User window.
- Once you have entered the user's information, click Send Invite.
- The new user will then receive an email from Zola Suite asking them to select a password and log into their new account. Once the account has been created, you can begin assigning tasks and collaborate with your newest Zola Suite user!
- If at any time you need to revoke access, you can easily change the password or deactivate the account
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