There are two types of users in CCH iFirm; the admin user and the general user.
Admin user
The admin user is the first person to log in to CCH iFirm using the login details sent byCCH iFirm via email. The admin user account has limited functions, for example it does not have access to the Contacts module. This account is only used to set up the first general user account, a "super user account", which has the same access privileges as the admin user account (has ALL available security roles assigned).
General user
As explained above, the first general user (super user) is set up using the admin login. This user can then set up other general user accounts.
Recommended process:
The administrator logs in as a general user to either manually add users, or activate the user accounts that have been imported. This includes adding profiles and then assigning those profiles to user accounts. At the very least, enable all users to access the Contacts module. When all user accounts are set up, send the login details in bulk.
Users receive an email containing their log in details. They can then log in to CCH iFirm. What they can see and the actual tasks he/she can perform depend on their security roles.
