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Giving access to Create new clients and matters

How can a user create clients/matters? What option do I select to allow a user to create clients and matters?

V
Written by Valeriu Holtea
Updated over 6 months ago

This can be done by adding some settings in the Administrator Desktop:

  1. Go into the Administrator Desktop and select User Manager.

  2. Tick the User you require to add these onto.

  3. Select User Privileges.

  4. Select the Accounts Desktop icon.

  5. Click on the plus button on File.

  6. Select the plus button New.

  7. There are a couple of different Wizards you can select Contact/client/Matter/Case/Supplier, tick the one or few required.

  8. Select OK.

  9. Close the User Manager.

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