Osprey Academy - Customer Support & Training

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Supervisor Quick Start: User & Fee Earner Admin

Recommended for Case Management Supervisors

Delivered online via video conference

Duration is 1 hour

About this course

Adding & Amending Users

  • Adding a New User
  • The User Activation Process
  • Amending a User
  • The User Profile Area

Access Templates

  • Creating & Cloning Access Templates
  • Amending Access Templates

Adding Fee Earners & Transferring Matters

  • Creating New Fee Earners
  • Amending Fee Earners
  • Transferring Matters Between Fee Earners
  • Fee Earner Status

Fee Earner Rates

  • Methods of Recording Time
  • Adding Activity Codes
  • Linking Activity Codes to Work Types
  • Remuneration Types
  • Setting Charging Rates

Security Groups

  • Creating Security Groups
  • Adding Users to Security Groups

System Settings & Configuration

  • Amending System Settings
  • Amending Configuration Settings & Switches