Administration > Edit a user's preferences

Edit a user's preferences

[FOR AMICUS ADMINISTRATOR ONLY]

While all users can edit their own preferences, only Administrators can edit preferences for other firm members.

Topics include:

Editing a Firm Member's preferences

To edit a firm member's preferences:

1. Click the Gear icon at the top, select User Management from the left pane to display the Options - User Management dialog.

2. Click on a name under the Name column in the Users section to open the User Profile dialog for the firm member.

3. Click on the User Preferences button under the image to display the Preferences window for the firm member you selected. In the various sections make the edits you wish to the firm member's preferences. Everything that is available is editable by the Administrator.

Note: An Administrator will primarily use this function to change the Billing Rates in the Time Entries section. For example, if a firm changes their Billing Rates or offers a discount for a period of time.

Customize the File Module

Select My File Settings under Files to display the File Settings window containing the Column settings.

Select the options under the Columns section to customize the File module to include the columns relevant to new users as they are added to the system.

● Add a user

● Change a user's Amicus login password

● Change a user's Exchange credentials settings

● Administer user groups

● Set a user's access and permissions

Amicus Cloud (January 2023)