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.

To edit a user'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.


        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 Help Topics (Copyright January 2021)