User Accounts are created from the System page () accessed from the left Global Navigation Menu.
Select User Accounts located under the Users heading then click on the Create User button.
A user can be created based on an existing contact in mattero or by creating a new contact. By default, the Create user for an existing contact field is displayed.
Create User Accounts for Existing Contacts
To create a user for an existing contact, type text into the contact field. The contacts matching those search criteria will be displayed. Select the contact and select Ok to Save.
Create User Accounts for New Contacts
To create a user that is not already a contact in mattero, type the first name and last name then select Ok to Save. The contact will then be created in mattero.