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Setting up a new user
Add a new user See article "Add a new user". Determine user information Jarvis Legal users with aProfile User Profileallowing them to manage Users can at any time modify a certain amount of information: identity, hourly rate HT if applicable, user ...
Manage user teams
theTeamsallow you to organize your company's Jarvis Legal users by team. Users added to a Team are automatically added to the Drive Stakeholder and Access List of all filesexistingfor which the team leader is a manager. Creating a team The user ...
Add a method of regulation
This setting is only available to users with administrator rights. You can fill in the menuBilling & Regulations, submenuMethods of Regulation, several methods of regulation. You can add as many settlement methods as you want, and set a preferred ...
Add a profile for your users
This setting is only available to users with administrator rights. The menuUser profileallows you to define the access rights of all members of the firm. To add a user profile from your practice: Appointments inParameters> >Society> >User ...
Add time preferences
In the Settings> My profile page, in the Preferences section, you can add or edit time entries quick-add buttons that you can use when adding time entries. Indeed, instead of manually entering time values, you just click on these buttons. Example: ...