Set up your firm in BMS: admin checklist

Settings (at the bottom of the sidebar, Admins only) holds every firm-wide setting. Work through it in this order.

Settings, grouped.

1. Account > Firm Information: your firm’s name, address and time zone.

2. Team > Colleagues: press Invite to add each colleague with their access level and a first password, which you pass on to them. Then set access and permissions; see Who can see what. Also Roles, Rate Plans and Security (two-step sign-in, single sign-on).

3. Communication > Email: connect mailboxes, then Email Templates and Shared Triage.

4. Work > Workflow: your job statuses, then Time and Budgets, Timesheet Settings, Work Templates, Alerts and Job Status Automation.

5. Contacts > Tags, Custom Fields and Contact Customization.

6. Client Experience > BMS for Clients: turn on the portal and brand it.

7. Integrations and Tools: connected apps, API applications and MYOB AE.

Note

A few rows, such as Branding and Subscription, are marked Coming soon: they are not available yet.