Settings and administration

Firm, team, security, workflow and alert settings.

For: Admins

Firm and team

• Firm informationLiveBeing written

  Name, time zone, address and inactivity timeout.

• Invite colleaguesLiveBeing written

  Add a colleague and choose their access level.

• Edit a colleague's permissionsLiveBeing written

  Access level cards and the permission checkboxes.

• Firm-wide permissionsLiveBeing written

  Let everyone see dollar amounts or change any status.

• Roles and charge-out ratesLiveBeing written

  Job roles with default and custom rates.

• Rate plansLiveBeing written

  Dated rate plans by role, task type and colleague.

Security

• Require two-step sign-in for everyoneLiveBeing written

  Turn on the firm requirement and reset a colleague's two-step sign-in.

• Single sign-on with Google, Microsoft or SAMLNeeds setupBeing written

  Sign in with your Microsoft 365 account and optionally require it.

• Office-only access by IP addressComing soon: Phase 1Being written

  Only office and VPN addresses can open the firm side; clients still reach their portal.

• The audit logLiveBeing written

  Who did what and when, filtered by category and event.

• Where your data is hostedComing soon: Phase 1Being written

  Demo in Jakarta with invented data; Australian data centre or your own server before real data.

Work setup

• Time and budget settingsLiveBeing written

  Time tracking, approvals, required fields, budgets and expenses.

• Timesheet periodLiveBeing written

  Weekly, fortnightly or monthly periods.

• Work types, statuses and task typesLiveBeing written

  Work Types, Service Types, statuses, Task Types and Queues.

• Alert rules and the Partner DigestLiveBeing written

  Set thresholds for finished-not-billed, over budget, overdue fees and more; daily or weekly digest.

• Custom fieldsLiveBeing written

  Add fields such as End of Month or Financial Year.

• Contact typesLiveBeing written

  The contact types your firm uses.