Team
9 articles
- Roles and permissions in PracticeA table of what each role can do: Owner, Partner, Lawyer, Paralegal and Accountant.
- Invite a member to your firmEmail an invitation to a colleague with a role, and understand user and seat limits.
- Invitation problems: error messages and fixesWhat each message means when sending or accepting an invitation, and what to do.
- Change a member's role, deactivate or reactivateHow to change a colleague's role or stop their access, and the rules that protect the last Owner.
- Who can see matters: everyone or assigned onlyThe firm's matter-visibility setting and how it affects Lawyers and Paralegals.
- Firm settings: name, logo, numbers and languageEdit the firm's general details from Settings: name, logo, VAT and licence numbers, language, time zone and linked directory listings.
- The audit log: who did what and whenHow to read the firm's audit log, which events are recorded, and who can see it.
- The "You don't have access to that page" messageWhy you were sent back to Home with a permission banner, and how to get access.
- Settings map: what each tab containsThe firm settings tabs, what is in each and who sees them.
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