How do I add another user to my filing?

Once you complete the summary form for your filing, you can add a new user.

First, click the "Users" tab to start the process.

Then, click the "Add User" button.

Next, add the new user's name and email address and select their permissions level.  

Click "Save" to add the user!

Please note: You must have a filing created in your account before you can add more users.

Use filing-level sharing when you want to give someone access to one specific filing. If your team needs shared access across company filings or manages filings for multiple payers, a Company workspace may be a better fit.

Need access across multiple filings? Learn more about Company workspaces:

• What’s the difference between an account, company, filing, and payer?
• Set up a company and manage filings for multiple payers
• Manage company roles, permissions, and filing access