Overview

Adding users to your FreedomSoft account can be done by navigating to Setup > People. Click the green Invite New User button to get started.

From these you must enter a user's First Name, Last Name, Email Address, Role and a personal message if you choose to do so.

A Manager will have access to the entire account. An agent will also have access to everything except the Setup features used to structure and organize your business.

If you need to resend the invitation email to a user go back to ting to Setup > People and click the orange "resend invitation" button next to that person's name: