Administration

Creating and managing users

How to create and update users within your organisation

Written by Liam Harrison
Updated over a week ago

Organisation settings

Enter and update your organisation details, ACC settings and which features you use

Written by Liam Harrison
Updated over a week ago

Client information settings

Update and configure your organisation’s settings for client information

Written by Liam Harrison
Updated over a week ago

Client tags

Client tags provide a powerful tracking tool for your organisation

Written by Liam Harrison
Updated over a week ago

Status changes

Accurately record the reason a client changes between active and inactive states

Written by Liam Harrison
Updated over a week ago

Required fields

Specify what client information is required

Written by Liam Harrison
Updated over a week ago

Record categories

Add and customise your record categories

Written by Liam Harrison
Updated over a week ago

Client invite

Customise the content of your invitation to clients

Written by Liam Harrison
Updated over a week ago

Letters

Create presets and templates for letters

Written by Liam Harrison
Updated over a week ago

Client overview

Configure the client overview for your organisation

Written by Liam Harrison
Updated over a week ago

Relationship types

Customise the relationship types for your organisation

Written by Liam Harrison
Updated over a week ago

Tracking forms

Assign tracking forms to Teams and reduce clutter for users

Written by Lydia Pointon
Updated over a week ago

Scheduling notifications

Manage when to send client notification emails

Written by Liam Harrison
Updated over a week ago

Accessing and updating your subscription information

Access and update your billing information, change your subscription package, manage add-ons and view historic invoices

Written by Liam Harrison
Updated over a week ago