Administration
Company Administration
Location Administration
- How to turn on/off optional fields on the matter form
- Setting up time tracking
- Adding and editing Divisions and Sub-Divisions
- Adding a Location
- Adding and editing Categories and Sub-Categories
- How to edit tooltips
Subscription
Users
- Adding users
- Setting user access levels
- Setting Administrator permissions
- Deactivating users
- How to add and edit groups
- Revoke a user invitation
External Resources & Spend Management
- How to manage a list of external resources
- How to allow external resources to submit invoices
- How to set external resource invite permissions
- How to restrict invoice submission
- How to set up invoice approvals
- How to set up delegated authority limits