User types are defined user positions within the firm, such as a Lawyer or a Barrister. After you define a user type, you can configure cost templates, which are the set hourly rate users in your practice earn on a matter.

 

Create User Types

To create a user type:

1. On the sidebar, select System ().
2. Under Users, select User Types.
3. Select Create New User Type.
4. Enter the user type name and description.
   
   
   
   
5. Select Ok.

Edit User Types

To edit a user type:

1. On the sidebar, select System ().
2. Under Users, select User Types.
3. On the Actions menu for the user type, select Edit Details.
4. Edit the details of the user type, and then select Ok.