How to Add, Edit or Delete Users
Open the Users Window
1: Click Admin from the Menu.
2: Select Users from the drop down list - the Users window will open.
Add a User
1: Click New from the Menu - the New User window will open.
OR
2: Start with a Copy of an existing User who has a similar job.
Enter General details
1: Click the General tab - the General window will open.
2: Fill in the required details - Note: Username, Password, firstname and Email are mandatory fields.
Enter Fee Earner details
1: Click the Fee Earner tab - the Fee Earner window will open.
2: If the User is working on behalf of another Fee Earner, Select the Fee Earner from the drop down list.
Or
3: If this User is a Fee Earner, Tick the Fee Earner check box then select a Fee Earner Grade from the drop down list. To add Grades to the list click here for instruction.
Enter remaining Fee Earner details
1: Enter the rest of the Fee Earner details as required.
Enter Personal details
1: Click the Personal tab - the User Personal details window will open.
2: Enter details for this user.
Choose which Actions to Display
1: Click the Display Actions tab - the Display Actions window will open.
2: If required, you can select all actions to display by selecting the Display All button.
3: If required, the actions to display can be copied from another User. NOTE: this will also copy the User Permissions as well.
4: If required, actions can be turned on or off by clicking or unticking the check boxes.
The User will need to log out and then log back in again for changes to Display Actions to activate.
Set User Permissions
1: Click the Permissions tab - the User Permissions window will open.
2: If required, you can select all Permissions by selecting the Display All button.
3: If required, the Permissions can be copied from another User. NOTE: this will also copy the Actions to Display as well.
4: If required, Permissions can be turned on or off by clicking or unticking the check boxes.
The User will need to log out and then log back in again for changes to User Permissions to activate.
Additional Email Addresses
1: Click the Additional Emails tab - the Additional Emails window will open.
Enter details as required.
Complete the Add User
1: Click OK to Save the changes and close the window.
Edit a User
1: Select a User to Edit.
2: Click Edit - the Edit User window will open.
1: Using the navigation tabs - select what you wish to edit - then edit the details that are displayed.
2: Click OK to Save the changes and close the window.
Delete a User
1: Select the User to be Deleted.
2: Click the Delete button - the User will be deleted.
3: If deleted in error - Click Undelete to ABORT the deletion.
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