Index

To add a new login

Note: You need to have set the new person up as a user prior to undertaking these steps.

1. Log in as the system administrator (SA).

Now you need to set up an Access Profile for this user. This will allow them to access menus and submenus.

While you can set up an individual profile for each user, it is a good idea to set up a general profile for certain types of users, i.e. admin, secretary, fee earner… This will save time in the long run.

Restrictions can also be set for certain users, these are found at the bottom of the User access profile screen.

Tip: Clicking a main menu checkbox (such as Files) will check all sub items. Clicking the minus key next to a checkbox will collapse all sub items.

If you are setting up a general access profile to be used again then click Store and enter a name for the profile.

You can update this profile at any time by selecting from the lookup, making any changes then clicking Store again. Use the same name and any changes will be written to the profile.

To add a new login

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