Creating and Managing Users

Creating and Managing Users

This course covers the basic processes used to create and amend Infinitylaw Users.

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About this course

User

In this course you’ll learn how to: 

      • Create/Edit a User
      • Create/Edit a Fee Earner
      • Setup User access to IDM
      • Set Personal Settings
      • What to do when a User leaves the firm

Duration: 35 minutes

Curriculum

  • Introduction
  • Fee Earner
  • Creating a Fee Earner
  • Access to IDM
  • Adding a Fee Earner Quiz
  • Creating a User
  • Creating a User
  • Creating a User Checklist
  • Creating a User Quiz
  • Creating a User - Trouble Shooting
  • User Personal Settings
  • Changing the User or Fee Earner Code
  • Changing the User or Fee Earner Code
  • When a User Leaves
  • When a User Leaves
  • Summary
  • Summary

About this course

User

In this course you’ll learn how to: 

      • Create/Edit a User
      • Create/Edit a Fee Earner
      • Setup User access to IDM
      • Set Personal Settings
      • What to do when a User leaves the firm

Duration: 35 minutes

Curriculum

  • Introduction
  • Fee Earner
  • Creating a Fee Earner
  • Access to IDM
  • Adding a Fee Earner Quiz
  • Creating a User
  • Creating a User
  • Creating a User Checklist
  • Creating a User Quiz
  • Creating a User - Trouble Shooting
  • User Personal Settings
  • Changing the User or Fee Earner Code
  • Changing the User or Fee Earner Code
  • When a User Leaves
  • When a User Leaves
  • Summary
  • Summary