You can add more full user licenses, as well as assistant licenses, with a few simple clicks.
If you wish to add more Tolerisk users from your firm, you can do so with a few simple steps.
- Select the profile tab from the drop down menu at the top right corner of the website
- Click on "Users".
- Click the "Add/Renew licenses" and follow the steps to purchase additional licenses. You can also use this link to extend your subscription and turn on/off our auto-renewal feature.
- Once you head back to the "Users" tab, you will see the new licenses appear in the "Unused Subscriptions" section.
- Clicking "Send invitation" will allow you to send activation links to the new users. Type each user's email address in the box, separated by comma, semicolon, or separate lines. An email will be sent to each address with instructions to create their account.
- They can follow the steps in the email to set up their profile.
The video attached below will walk you through the steps listed above -