Creating New Users in PractifiU



As a Manager in PractifiU, you will have the ability to create new users in your group. Since PractifiU is a different platform from Practifi, new Practifi users will not automatically have access to PractifiU. Once created in PractifiU, the new user will receive a welcome email where they can click a URL and set their password to access the platform. They will then be able to access PractifiU and the course catalog. For information on creating a user in Practifi, please consult our Creating New Users article. 

Creating a User 

To create a new user in PractifiU, do the following: 

  1. Log into PractifiU using your credentials. You will need to be designated as a Manager to create a user. If you are not designated as a Manager and need this access, contact your firm's CSM or our Practifi Support team. 
  2. From the primary navigation menu on the left-hand side of the PractifiU screen, select Users to open your firm's list of PractifiU users.


  3. Select the Actions menu located on the upper right-hand side of the Users list. 
  4. From the drop-down menu, select Create
  5. Enter an email address and first and last name on the New User page.
  6. Leave the Send invite to user? option enabled. This ensures that your new user receives their welcome email. 
  7. Ensure that the Group Memberships drop-down has your firm's group name selected. This field auto-defaults to your group. 
  8. Once all information is entered, select Save to finalize the user creation. The user will receive a welcome email inviting them to join PractifiU and set their credentials. 



If a user's profile does not display within your Users list after creation, it is likely because they are pending users and need to log in to PractifiU for the first time. Pending users are not associated with your group until their initial log-in and can only be viewed by Practifi. For assistance with resending an invite to a pending user, please contact your CSM or Practifi contact. 

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