---
title: How do I add a new specialist?
description: "Note: In order to create a specialist, it is important to first create ‘Practices’, ‘Role’, ‘Office’ and ‘Industries’. These fields are mandatory to fill in when creating a specialist. In the left men"
---

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3. [Specialists](https://klerq.tech/knowledge-base/firm?hsLang=en#specialists)

# How do I add a new specialist?

*Note: In order to create a specialist, it is important to first create **‘Practices’, ‘Role’, ‘Office’** and **‘Industries’**. These fields are mandatory to fill in when creating a specialist**.***

In the left menu bar, select **'Specialists'** under the heading '**Firm**'.

[![](https://klerq.tech/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio10228079629fd2ef23567c1174d7c87642Approve+work+highlight+(11).png)](https://downloads.intercomcdn.com/i/o/1022807962/9fd2ef23567c1174d7c87642/Approve+work+highlight+%2811%29.png?expires=1728910800&signature=a3eb34078f8050600d3ba960d21f7f12d6691041bc8fbd60768a8fd66b24d9f7&req=dSAlFMF%2BmohZW%2FMW1HO4zcA4qewZB34Ds%2F70ZH%2BDZGd3slb%2FPpNb1ZyalcFA%0A1CCkHAVJeoKfcy57C4A%3D%0A)

Click on '**New specialist**' at the top right corner of the page.

[![](https://klerq.tech/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio10228084735f4426eff6581d274877672aApprove+work+highlight+(12).png)](https://downloads.intercomcdn.com/i/o/1022808473/5f4426eff6581d274877672a/Approve+work+highlight+%2812%29.png?expires=1728910800&signature=6dac1af59f8acf4c8217ae613066d77a369120aa645dd1313cc4a6924e5ad231&req=dSAlFMF%2BlYVYWvMW1HO4zd7aC%2BqXAfDBrcZJIdthynG%2BXsoKd0Qnmwwm9fex%0Al8RIUKEpRBLmmFgBvhA%3D%0A)

Select if you want to create a new account or link an existing account from the popup.

[![](https://klerq.tech/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio10228088993c833c7c2bf00d3c819c153dApprove+work+highlight+(13).png)](https://downloads.intercomcdn.com/i/o/1022808899/3c833c7c2bf00d3c819c153d/Approve+work+highlight+%2813%29.png?expires=1728910800&signature=eb2c2dc734d8c35b5d84b0f3630bf408cb92bccdb12dae7fa93d479779013069&req=dSAlFMF%2BlYlWUPMW1HO4zZYgzZ28CqAnNvToBBoSB2xiM%2B7YCu0iGinesvPD%0AjErsEjzJF1oW9zzqvyI%3D%0A)

If you want to create a new account:

- Fill in general information, specialist information, and contact information for the new specialist
- Once all information is entered, click '**Create'** at the bottom of the popup.

[![](https://klerq.tech/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio1022809335b5718cb13fc110cd45ccc2f0Approve+work+highlight+(14).png)](https://downloads.intercomcdn.com/i/o/1022809335/b5718cb13fc110cd45ccc2f0/Approve+work+highlight+%2814%29.png?expires=1728910800&signature=840fd14481dd9437db5f96b5d7d88ab2973cf5694f87d76f02627ed7b7f68053&req=dSAlFMF%2BlIJcXPMW1HO4zdsHhg8yLB4WLVqyfPyiosM%2FcxehXAmu7GoML6uX%0AdgzYlJ2A7uV4H2CoJN4%3D%0A)

If you want to link an existing account:

- Select the user you would like to link
- Adjust any information necessary
- Once all information is entered, click the "**Create and link**" button at the bottom right of the popup.

[![](https://klerq.tech/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio10228097522210efad508dab15e3eb6edfApprove+work+highlight+(15).png)](https://downloads.intercomcdn.com/i/o/1022809752/2210efad508dab15e3eb6edf/Approve+work+highlight+%2815%29.png?expires=1728910800&signature=eb5ed1abaec3699888aa885ac6a0f69222dadaa1406264daecb2256b6b6b24c6&req=dSAlFMF%2BlIZaW%2FMW1HO4zY7ZLe84QTChYae7aug%2Bms0k4yqNvc1AeW4BQDiI%0AwHWxJoWpDGKEgPBm4Q8%3D%0A)[![](https://klerq.tech/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio10228099786c9da019c0143e9222f09003Approve+work+highlight+(16).png) ](https://downloads.intercomcdn.com/i/o/1022809978/6c9da019c0143e9222f09003/Approve+work+highlight+%2816%29.png?expires=1728910800&signature=46a63502ec6a3a1acb4a4290a39e0f7a9b78de2a438388ad35123c1334427291&req=dSAlFMF%2BlIhYUfMW1HO4zZTML19gKcimKq17%2FlbC90Ubw2U3wuI3qSwnLXi1%0ALfZoF7wj0Gj%2BcNhNeqM%3D%0A)

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