Administrator / Connect your people
Create a server under your company
An administrator can create a process-server login inside an existing company workspace.
Open User Accounts
Sign in as the company administrator. Open People → User Accounts and find Create New Account.
Look for: User Accounts
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
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.