How to add a new user.
1. Select 'Settings' from the left-hand navigation panel.
NOTE: Administrative access is required to add a new user.
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2. Then, select 'Manage Users'.
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3. Select '+ Add a User' on the right-hand side of the page.
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4. Enter all of the relevant information for the new user.
Helpful tips:
-
Work Email:
- Is the email address Rocket Matter will use to identify the user is the system.
- If the user forgets their password, a link will be sent to this email address to reset their password.
- Hourly Rate: The user's default hourly rate.
- User Permissions: Set to 'Regular access' by default. View the Permissions descriptions by clicking the blue 'question mark' icons.
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5. Scroll down and click 'OK' to add the user.
6. Review the subscription update alert to confirm the additional charges (if applicable), and select 'Yes, add'.
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Questions about additional fees when adding the new user? Please contact our Award-Winning Support Team at (888) 432-1529 or [email protected].
7. View your 'Current Users' list to confirm that your new user is active.
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Need more help? Contact our Award-Winning Support Team at (888) 432-1529 or [email protected]
8. If you are on the Premier Tier, please add your new user to a permission role.
Permission role information can be found here!