A new fee earner has joined the practice. How do I assign him access rights for time recording?
You must firstly be the Administrator or have the access rights to maintain the system. Go to Maintenance->Miscellaneous->Fee Earner. From this screen you can click the white plus icon to add new fee earner and input their code, name, admission date, whether they are an equity partner and whether they are to be allocated profit costs. Finally you can click the disk icon that replaced the white plus. Go to Maintenance->Miscellaneous->Security->User and Group. If there is already a group that has the rights you wish to bestow then open the group by double clicking on it’s name on the left and select any member of it. On the right hand pane at the top click the white plus sign to add new user and then complete the screen with user name, password etc. Finally click the disk icon to save. If no group is present with the access rights you wish to bestow then this will need to be created first. Select the ‘Admin-administrators’ group and click the white plus on the right. You will now be able
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- A new fee earner has joined the practice. How do I assign him access rights for time recording?
