Note: Only Admins can add or remove other users.
After logging into your Contract Simply account, click the name of your organization in the upper right hand corner.
From your company dashboard, click "Users" in the sub-navigation bar.
On the Users page, click on the blue "Add User" button.
Complete the form with the employee's information (name, phone number, and email.) Then, select the type of role you'd like to assign to that person - Admin, User or Read-only.
After you enter in all of the needed data, click on the blue "Add User" button at the bottom of the page.
The employee will receive an email inviting them to join you on Contract Simply's construction loan software. All they need to do is click the button in their email to complete a simple registration that takes just a few minutes. Then you can both enjoy the use of the Contract Simply platform together!
We're here to help! If you have any questions or feedback, please email firstname.lastname@example.org or call us at 1-833-4SIMPLY.