How to Add a User

Whether you are managing a Services Account or a Team Organization, adding a new user is super easy, and super fast - just how we like it! 

 

There are two ways that you can add a new user to your account in GO!

The first method for adding a new user would be to do so from your "Settings" tab. 

Click on Settings > then Users > then the blue "New User" button.

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If you would like for the new user to have access to Preclose GO!, you will need to provide an email address and select a role for them. Once you have provided an email address and assigned a role to your new team member they will receive an email inviting them into your organization, and VOILA! They are ready to set up their User Profile! 

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The second way is from your main dashboard. Select "New User", and you will be prompted to add their contact information and set a permission level.

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Note: If you are a Transaction Coordination Service, you will have the option to select which Account the "New User" will be assigned to. 

 

If you have any questions don't hesitate to reach out to support@preclose.com