Other Activities > Using your profile


Using your profile

View your basic user information and edit some of it.

This topic covers:

        Open your user profile

        View or edit details

        Change your Amicus login password

        Set permissions

        Enable enhanced security for your logins

        Change your Exchange credentials settings

Open your user profile

From the main menu bar go to Options to display the Options - My Preferences window, click My Profile from the My Profile section.

 

 


Tip: If you are the Amicus administrator, you can edit the user profiles for any user from Options > User Management.


View or edit details


        First, middle, and last name: Last Name, First Name is used in task-based billing e-bills.

        Display name: Used throughout Amicus, including in email, appointments, and tasks created from Amicus. You can change your name at any time.


Tip: If the firm uses its own Exchange for email, enter your email name as your Amicus display name in order to avoid confusion. If the firm uses Amicus-hosted Exchange, changing your Amicus display name will automatically change your Exchange user name as well.


        Timekeeper ID: Optional, for time entry posting (e.g. to PCLaw) or task-based billing e-bills.

        Timekeeper Classification: Optional, for task-based billing e-bills.

        Amicus email login address: Only editable by your Amicus administrator.

o        If the firm uses Amicus-hosted Exchange, your Amicus login address is also used for your Exchange account, and thus for email sent by Amicus or other firm members.

o        If the firm uses its own Exchange, your Amicus login address might differ from your Exchange account.

        Alternate email: If you forget your password, a password reset email can be sent to your primary email address and, just in case you can't access that address, to this alternate email address as well.

        Time zone: Affects the time shown in appointments, tasks, email, and phone calls.

        Access rights: Not editable if you aren't the Amicus administrator.

o        If a billing user or supervisor, you may perform billing functions such as creating and viewing bills, payments, trust transactions, and billing reports.

        Group memberships: Create user groups, add yourself or other users to groups, or remove yourself from groups.

        Exchange credentials: Your Exchange account email name and password. Also see Change your Exchange credentials settings.

Change your Amicus login password

        Click Security/Password in your User Profile.



        In the Change Password section of the window that appears, click Modify, enter your old password, and then enter and confirm your new password.

        Click Save.


Tip:  For a strong secure password, include uppercase and lowercase letters, numbers, and punctuation. It must be at least 8 characters long.


Use the new password the next time you log in.

        If the firm uses Amicus-hosted Exchange, changing this password changes your Exchange login too.

        If the firm uses its own Exchange, this password is used only for your Amicus login.

Set Permissions

Select the checkboxes in the Permissions section to allow the user to delete client files or to share items and invite Clients to the Portal.

Enable enhanced security for your logins

If your Amicus administrator has enabled enhanced login security for the firm, you can enable it for your own logins. Then each time you login, you'll additionally need to enter the one-time-use code sent to your mobile phone (and optionally your email account) or else answer the verification question you've pre-defined.

        Click Security/Password in your User Profile.


        Select the Enable Enhanced Security checkbox under the Enhanced Login section in the dialog that appears.

        Select the country whose code you want to use from the drop-down box in the Phone Number field  and enter your mobile phone number in the text field provided.

        Click the help icon at the end of the Phone Number field for more information about our use of this phone number and the cost of text messages or calls.

        Select the Also send a copy of the code via email checkbox if you would like your Enhanced Login code sent to you by email as well.

        Select a *Question that can be used to confirm your identity from the drop-down box or select Custom Question and enter a question in the field that becomes available.

        Your custom question must be between 4 and 50 characters long.

        Enter the *Answer to your question in the field provided.

        Your answer must be between 4 and 20 characters long.

        See Enable multi-factor authentication for all firm members in the Administration section.

Change your Exchange credentials settings

Your Amicus Administrator can update a firm member's Exchange credentials by selecting their name under Options - User Management to access their User Profile.

 

        Click Modify under Exchange credentials.

 


Note: If your firm uses Office 365 with oAuth the Modify button is disabled.


If you need your email login prefix changed (e.g. from ldoyle@dyalaw.com to ldonnell@dyalaw.com), please ask the firm's Amicus administrator to contact Amicus Support.

        View Exchange account settings for the firm

        Enable enhanced login security for the firm


Amicus Cloud (January 2023)

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