Frequently Asked Questions
I am trying to add a new member, but the Firm is not there? How do I add it?
- In the Profile page, click
- Click Please select or add your firm name
- Find the firm, search by all, a letter in the alphabet or firm name
- Click the left hand circle to add this person to the firm
- First make sure it is not there but spelled differently, etc.
- Click Add firm
- Complete the information. If you don't have the firm administrator information you can leave it blank. But if this is a "Sustaining" [Sponsor, 100%, etc.], you will need this information for billing
- Click Submit, the member is now affiliated with the firm and the firm in in your firms list