Adding and Managing Users in Assure

The Individuals section allows Firm Administrators to manage users associated with the firm.

From this section you can:

View existing users
Add new users
Update user information
Assign offices
Designate administrator permissions

Viewing Users

The Individuals list displays:

Username
Status
Office
Administrator Status
Available Actions

Users remain in a Pending or In Progress status until onboarding has been completed and, where applicable, the lender has approved the firm's application.

Adding a New User

To add a user:

Select Add Individual.
Enter the user's first name.
Enter the user's surname.
Enter their email address.
Select the associated office.
Choose the appropriate Fee Earning and Support Role.
Indicate whether the user should be a VERSA Administrator.
Select Save & Next.

Administrator Permissions

Users designated as VERSA Administrators have additional permissions, including:

Managing users
Managing offices
Managing subscriptions
Performing administrative functions

Only assign administrator permissions where appropriate.

User Activation

Once a user has been added:

A VERSA activation email is automatically sent.
The user must activate their account.
The user creates their password.
The registration process is completed.

After activation, the user's status will update accordingly.

Best Practice

Only assign administrator access to users who require responsibility for managing your firm's VERSA environment.

Managing Your Firm's Offices
Assigning User Roles in Assure
Granting Users Access to VERSA Connect