How to Fidu | How to Invite New Users to Your Portal

Kimberly Bennett

a year ago

To add new team members and users to your Fidu account, simply navigate to the account settings. From there, select the "users" option and invite team members using their work email. They will receive their own login credentials to access your portal. You can also assign team roles such as client, manager, or paralegal and customize the names of these roles. This process is perfect for welcoming new team members on the admin side of your account.