Team & Permissions
User Management
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Roles & Permissions
Roles and Permissions This guide is provided for Practice Managers and administrative support staff. It explains how to navigate roles and permis...
Assign a role to a user
Overview Depending on what access a user needs, they will need to be assigned one or more specific roles/permissions. For more information...
Matter team permissions
Overview On the accounts side, matters can be restricted to certain teams. Obtaining Access If a user does not have access to a sp...
Notifications
2 articles
Message Quarantine
Overview The Message Quarantine feature works in collaboration with system generated emails where your firm can schedule tasks (such as generatin...
Notification Templates
Overview The notifications feature is designed to automatically distribute templated messages in bulk such as emailing Invoices and Receipts to c...