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.

Screen Shot 2021-06-23 at 11.51.15 AM

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! 

Screen Shot 2021-01-26 at 11.21.28 AM


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.

Screen Shot 2020-08-25 at 3.15.10 PM

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