Administrator / Connect your people
Work as both admin and server
Keep office work and field work in the appropriate role.
Open your company list
Use Switch company / My account to return to My companies under your shared sign-in.
Look for: Switch company / My account
Enable your server role
Under your administrator company, choose Set up my process-server role. Complete the requested legal name, registration and contact details, then enable the role.
Look for: Set up my process-server role
Open the role you need
Choose the Administrator entry for dispatch and review, or the Process server entry for assigned attempts and signing. Assign work to your server identity before recording field activity.
Look for: Open company