An account administrator must add all new users to their InfoTrack account in order to give each person access to the integration from within NetDocuments. The person who initially set up the account will be an administrator by default.

Log in to your InfoTrack account, and click the circle with your user initials at the top right of the screen. Then, click Account details.

The Account screen will display an overview of your firm's information, including contact info and address. Click Users in the tab at the top, then click Add User on the next screen and enter the details for each user.

To edit an existing user, find their names by scrolling or searching and click the Edit button on the right-hand side.