Create a New User
IN THIS ARTICLE:
Create new users and define their level of access in your Spectra environment.
WHO CAN PERFORM:
| Client Admin | Can create a User with any role |
| Discovery Manager | Can create a User with Attorney, Reviewer, or Contractor role |
From the Users page, click NEW USER
Enter the user’s information, select their ROLE, select a BILLABLE MATTER, and click CREATE
Good to know
By default, a user is assigned to a "General" billable matter if no other matter is selected. See also Designate a Billable Matter.
The user will receive a welcome email with instructions for activating the account.
Once the account is activated, see how to Assign a User to a Matter.
Training Videos
Creating and Managing Users