How to create Users for PlanSplit?

How to create Users for PlanSplit?


To create Users, follow the steps below: 

1. On the Providers profile under the account tab dropdown, select Users.

2. Select Add Users  

3. Add the information required 

  • Use the existing user section if this user already has an account on PlanSplit.
  • Use the new user section if the user does not have an account on PlanSplit.

4. Assign a role to the user.


5 . Click add user button.  

6. Make sure to share the password you create with that user and ask the user to change it after first sign-in.