How do I create an administrative assistant account?

You can invite an administrative assistant by following these steps or watching a video here: 

1. From your main dashboard, click on "Account." 

2. Go to the "Users" section.

3. Scroll down to the "Administrative Assistants" section, and click on "Add new assistant."

4. Enter your new assistant's email address and click on "Send invitation." 

5. Confirm the email address and click on "Yes, proceed" to send the invite. The assistant will receive an email asking them to create an account. Once their account is created, you can set the appropriate assistant permissions.  

If you have any other questions, please contact us.