How to Add a User

Now that you are a member of Team GO!, you don’t want to keep it to yourself, right? 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 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

Screen Shot 2021-01-26 at 11.21.28 AM

The second method for adding a new user, would be to do so from your "Settings" tab:

Screen Shot 2020-08-25 at 3.17.39 PM

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! 

 

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