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(4) OPR - Adding Users to Online Plan Review

 

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4 STEPS


1. You can add users by going to the Plan Review Dashboard tools on the lefthand side of the screen - Click Users

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2. Click Add a new user located at  in the top right corner of the screen 
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3. Enter User Email, First/Last Name, Select the User Role from the drop down list and enter Phone Number.
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4. Once all information is entered, click Save. This will add the user to the Online Plan Review  
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Here's an interactive tutorial

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