01 – Adding & Amending Users
- Adding a New User
- The User Activation Process
- Amending a User
- The User Profile Area
02 – Access Templates
- Creating & Cloning Access Templates
- Amending Access Templates
03 – Adding Fee Earners & Transferring Matters
- Creating New Fee Earners
- Amending Fee Earners
- Transferring Matters Between Fee Earners
- Fee Earner Status
04 – Fee Earner Rates
- Methods of Recording Time
- Adding Activity Codes
- Linking Activity Codes to Work Types
- Remuneration Types
- Setting Charging Rates
05 – Security Groups
- Creating Security Groups
- Adding Users to Security Groups
06 – System Settings & Configuration
- Amending System Settings
- Amending Configuration Settings & Switches