1) To add a user, select the 'Invite Colleague' button from the 'Settings' dropdown in the upper right-hand corner of your account.

2) Select the 'Invite Colleague' button and enter their Email Address, First Name, Last Name and the office location where they would be granted access to. 

3) Select their User Role(s). Once complete, select 'Invite User' to trigger an email invitation to the user to set up their Basis merchant account. 

Note: All new users will have the ability to invite patients and view their loan information. Additional permissions can be toggled on and off.