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Invite Users

An AdviceCloud user is a member of a firm. In order for a user to log into AdviceCloud and access their firm's data, they must be invited to that firm by another user.

  1. Navigate to the Firm settings page using the profile image dropdown menu.
  2. In the Users section, enter the email address of the person you would like to add to your firm in the Invite User field.
  3. Click the Invite button; the new user should show up in the table.
  4. The user will receive an email confirming their invitation with a link to set up their password.
  5. Once they have followed this link and set their password, they can use their email address and password to log into AdviceCloud.