Step 3 - Add User's Information
Add all of the user's information. It is recommended to use their email address as their username as it is easiest to remember.
Under User Type, select Global from the drop-down (4)
- Check off whether you want user to also have admin privileges (5).
- Check off whether you want user to only view emails they have sent on the 'Send Secure Emails and Files' page (6).
*Note - If you do not check latter off, the user will be able to view all the emails everyone in the firm has sent, regardless of it being sent through the Portal or the Outlook add-in