Administrator / Connect your people

Create a server under your company

An administrator can create a process-server login inside an existing company workspace.

01

Open User Accounts

Sign in as the company administrator. Open People → User Accounts and find Create New Account.

Look for: User Accounts

02

Choose Process Server

Enter the server's name and email, select Process Server as Account Type, and complete the professional/contact fields. Set and confirm the temporary password required by this screen.

Look for: Create Account

03

Complete the service profile

Open Process server profiles → Edit service profile for that server. Verify their legal name, registration details and proof contact information. Arrange secure delivery of access details; the server controls their own signature and PIN.

Look for: Process server profiles

A server who already registered independently can be invited instead. You do not need to create a second login for them.