3. Manage users
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 ...
Change the profile of 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 change the user profiles of your practice: Appointments inParameters> >Society> >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 new user
Is your company welcoming a new employee?Two cases may arise: You want to purchase a new license for this new employee; You want to replace an employee who has left your company. In both cases we invite you tocontact the Sales Department. Note that ...
Change the hourly rate of users
From the My Profile menu You canchange your own hourly ratedeputiesis the My Profile menu. From the Users & Teams menu If you have an Administrator profile, it is also possible for an administrator to change the rate of other usersand to select which ...
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 ...
Change a user's information
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
Change the password of one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
Disable one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
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Access to Settings
Access to parameters To access your settings, click on your initials or photo in the top right corner. Then click on "Settings" to access it. In the Settings, you will be able the content you can customize. IMPORTANT: the Settings menus displayed on ...
Managing the roles of linked contacts
When you create or edit contacts, or when you manage parties of a matter, you have the opportunity to add linked contacts and indicate what role they have. At any time from the Customizable Settings List menu (1), you can add new roles (2), change ...
Manage the types of parties within your matters
When creating or modifying a folder you can add, in addition to the client, other parts: opponent, expert, etc. At any time from the Customizable List of Settings menu (1) you can add new game types (2), change existing typologies (3), or even delete ...
Disable one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
Change the password of one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...