As your firm grows, you may need to add new users to the platform to streamline your workflow and enhance collaboration.

In this blog post, we will guide you through the process of adding new users to VerifyIQ. By following the six simple steps below, you’ll make it easy to expand your team and improve your file review process.

 

Follow These 6 Steps

Step 1: Navigate to the Manager and Associates Tab – After logging in to VerifyIQ, you will find yourself on the main Clients tab. To add a new user, navigate one tab to the right and click on the “Manager and Associates” tab. This tab is dedicated to managing your team members and their roles within the platform.

Step 2: Click on the “Invite Team Member” Button – Once you are in the Manager and Associates tab, look for the green “Invite Team Member” button on the right side of the screen. Click on this button to initiate the process of adding a new user to your VerifyIQ account.

Step 3: Enter the User’s Information – After clicking the “Invite Team Member” button, a form will appear where you need to enter the new user’s information. Start by entering their name in the designated field. If you plan on using the API integration, you will also need to enter the employee’s code. Next, enter the user’s email address, as this will be used to send them an invitation to join your VerifyIQ team.

Step 4: Select the User Type – VerifyIQ offers three user types: Admin, Associate, and Manager. Each user type has specific roles and permissions within the platform:

• Admins: Responsible for administering the software and managing overall settings.
• Associates: Also known as bookkeepers, associates are responsible for starting the review process.
• Managers: Also called reviewers, managers are tasked with completing the reviews.

Step 5: Assign Clients (Optional) – If you already know which clients the new user will be working on, you can assign them now. Click on the dropdown menu and select the relevant clients from the list. This step is optional and can be skipped if you prefer to assign clients later.

Step 6: Save New Users – Click on the “Save” button to add the new user to your VerifyIQ account. The system will send an invitation email to the user, prompting them to set up their account and join your team.

By following these six steps, you can efficiently add new users to your account.

To quickly find the newly added user, you can use the search function within the Manager and Associates tab. Simply enter their name or email address, and the system will display their profile.

More Resources

Prefer watching our how-to guide instead of reading it? Watch our step-by-step demo on adding new users below. We also have several how-to videos on our YouTube channel in our FAQs playlist, among several other playlists. Check it out and subscribe to stay up-to-date on new features, how to improve your business with VerifyiQ, and more.

If you have any questions or need assistance, please don’t hesitate to reach out to our support team via our in-app chat.