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Settings for users to Discharge/Delete/Edit Undertakings

How to change a user's privileges to be able to discharge an undertaking? Allow a user to discharge/delete/edit an Undertaking?

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Written by Valeriu Holtea
Updated over 6 months ago

There are some options in the User Manager if you need this doing then it will need to be an Administrator for your system who can access the User Manager. Follow the below steps:

  1. From the LAD desktop select the Firm Tab.

  2. Select Administrator Desktop.

  3. Go to User Manager, select the user you require by ticking the box.

  4. Click on User Privileges on the right.

  5. Select the Accounts Desktop icon, then the Undertakings tab.

  6. There are various options that can be ticked:

'Can Delete Undertakings'
'Can discharge Undertaking'
'Can reset discharged undertakings'

7. On the above options you just need to tick the box if you require the user access to do any of these actions.
8. Select OK, then Close.
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πŸ€“Tip: The user will then need to log out of the Fee Earner/Accounts Desktop and back in for the update to take effect.


If you don't have any Administrators at your firm then please raise a new case online and reference the title of this article.

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