Here is where you add a new User and the Configuration of the User access to Clients and Cases in your system.
To add a new User, head over to the Control Panel, under the Organisation section, then click on the Manage Users.
Once you are in the Users, click on the Add User button.
Then the following dialogue will appear as below.
Here is where you would enter specific information for the new User, the fields are as follows:
Here you add the username which is typically the users primary business email address.
If your tenant is connected to Microsoft Active Directory (AD), after you enter the username, some of the fields will be filled in from your Active Directory automatically.
Once the username is set and you've clicked on Create, it cannot be changed afterwards. If you require this to be changed or altered, please contact LEX247 support at firstname.lastname@example.org.
Here you would give a unique number to the user. If you want the application to do this automatically, click the wand icon next to it and it will assign the next available number starting from 001.
If your tenant is connected to an accounting system, it is common that this number is used in that integration. If this is the case, please ensure that the correct number for the user is inputted with the person responsible for the accounting integration.
3. Display Picture
Here is where you can add a profile picture of the user. Hover over the default user icon and click Change to upload a picture of the user being added.
4. Full Name
Here you put the first, middle and last name of the user.
Here you can put the initials of the user or any abbreviation. This will mainly be seen/used when generating reports.
7. User Role
User role determines what access rights a user has within the system. The selected user role is not displayed anywhere within the system.
For more information on User Roles, click here.
8. Job Title
Here you can put the job title of the user. The job title would typically be the actual job title of the user in the firm. Real title of the user within the firm, which will be shown in various places across the application.
9. User Rights
User rights are rights that are explicitly set for a user. To assign a special right, check the checkbox to the left of the rights-name.
For more information on User Rights, click here.
10. Access to Business Units
Here is where you choose all the business units the user will be able to access. If any business unit has any Child Business Units, the User will also gain access to these as well.
This will also determine what cases/clients/invoices the user will have access to based on their User Role set.
11. Primary Business Unit
Based on the previously selected business unit, choose one that will be the users primary business unit. Primary business will always be pre-selected for the user when he/she creates a new case.
12. Billing Unit
Billing unit is the cost center from where invoices are being sent out from. Select the billing unit that the user is employed at/billing from.
Select language in which the user will see the user interface in, user can change this value itself at later time.
14. Time Zone
Select the local time zone from which the user is commonly working from. This affects when they report time/expense assets, user can change this value itself at later time.
15. Default Hourly Fee
Here you can enter the default hourly fee for the user. When the user reports time this will be used.
16. Work Hours Target
Here is where you can set a work hour target for the user. This can be setup as a weekly, monthly, or yearly target. This is only used for KPI targets when creating reports.
After filling in the required information to add a new User, click on the Create button, wait for a few seconds and you are done.
1. Ensure you are a User with 'Administrator'-rights set to access the Control Panel.