User Types
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:
- On the sidebar, select System (
).
- Under Users, select User Types.
- Select Create New User Type.
- Enter the user type name and description.
- Select Ok.
Edit User Types
To edit a user type:
- On the sidebar, select System (
).
- Under Users, select User Types.
- On the Actions menu for the user type, select Edit Details.
- Edit the details of the user type, and then select Ok.
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