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'.
Click on 'New specialist' at the top right corner of the page.
Select if you want to create a new account or link an existing account from the popup.
If you want to create a new account:
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Fill in general information, specialist information, and contact information for the new specialist
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Once all information is entered, click 'Create' at the bottom of the popup.
If you want to link an existing account:
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Select the user you would like to link
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Adjust any information necessary
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Once all information is entered, click the "Create and link" button at the bottom right of the popup.
