Let's go back home.
Okay, next we will want to add your firm users.
Go to Actions, Firm Users, and this will take the firm user, this will take the user to the Firm User page where it'll show all the users that are currently registered with the firm.
To invite someone, you would navigate to the bottom of the list where a URL link is displayed next to join my firm. Click on the blue envelope, and this will open up a draft email where we'll have a hyperlink that can be sent over to any user so they can join your firm.
Please be advised only the firm admin would have the ability to do this.