How to create Users for PlanSplit?

How to create Users for PlanSplit?

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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.