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Click link below to view video instructions.
A user is an employee of your firm. Each user has a unique login so that Prevail can track their activity in the program. Warnings, reminders, system messages, appointments, etc., are all directed to specific users, so it's important that each user log in to Prevail using his or her own unique user name.
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Training Plan for Prevail 6-9 Upgrade
Video 2 - Deleting Employee / User
Admin Training #1 (Setup)
Video 2 - Security Group SetupDelete Employee/User