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Your SOE Connect administrator can also manually create SOE Connect users.

(Note:The below process can be skipped for users that register via Auto On-Boarding as these users are created automatically in the background)


An administrator can initiate this process by going to the Administration tab and subsequently pressing the Users tab:


The Create New User screen will allow take you through the required fields to setup a new user (note that the phone number is optional):


Select the role(s) that are applicable for the new user.

The administrator can also assign the new user to a practice/practices so that they will have an active user created awaiting to be linked (to the PMS user).


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