How-To:Member: Difference between revisions

From ContactsLaw Documentation
(Created page with "Members are what we call users in the ContactsLaw. A member can either be an interactive user who logs into the system, or it can be what we call a service account which is going to be some third party application or integration that talks to the system not in respect of a particular person. The below guide will explain the ways on how we can add new members into the system: 1. Getting Started Navigate to the ribbon group and click on My Subscription. Proceed to the p...")
 
(new how-to)
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The below guide will explain the ways on how we can add new members into the system:
The below guide will explain the ways on how we can add new members into the system:


1. Getting Started
== 1. Getting Started ==
Navigate to the ribbon group and click on My Subscription.
Navigate to the ribbon group and click on My Subscription.
[[File:Step 1 - Member.png|none|thumb|500x500px]]
Proceed to the pane and click Members.
[[File:Step 2 - Member.png|none|thumb]]
In the grid, you will see a list of all of the active members and the ones who have current access to the software. Then choose a member.
[[File:Step 3 - Member.png|none|thumb|500x500px]]
== 2. Member Properties ==
Members Properties has six (6) sections, and those are: Member, Sync, Fields, Documents, Billing, Performance.
* '''Type''': There are two (2) types of member: a Service Account and an Interactive User. Service account is an account for the system directly, while Interactive users always have an associated contact.
* '''Display''': Refers to the name of the member.
* '''Client ID''': Identification I.D within the system
* '''Roles''': This option also refers to the access of the member in the system. Examples of roles in the system are: Administrator, User, and Guest.
[[File:Step 4 - Member.png|none|thumb|500x500px]]
'''Sync''' - refers to the tasking calendar synchronisation depending on how an individual subscription is set up.
* '''Synchronise''' using: Synchronisation of members is supported by Microsoft 365.
* '''Microsoft account:''' Microsoft 365 email address.
* '''Calendar''': Refers to the options that can choose to do terms of synchronisation. It may be sychronsation of calendar items, task items, or 2-way sync.
* '''Email''': Automatically import emails is an option that has a scheduled job that goes through periodically and brings emails that are tagged with matter.
[[File:Step 5 - Member (Sync).png|none|thumb|500x500px]]


Proceed to the pane and click Members.
'''Fields''' - refers to the custom fields for matters and contacts, which you can set up custom profile fields for members.
[[File:Step 6 - Member (Fields).png|none|thumb|500x500px]]
 
 
'''Documents''' - refers to the several types of documents with members, specifically things like images containing signatures, initials, and portraits.
[[File:Step 7 - Member (Document).png|none|thumb|500x500px]]
'''Billing'''- this refers to a concept in time recording that determines what rates get used for recording time, and that means that the member fits into what we call a Fiona type which is configured at the subscription level.
[[File:Step 8 - Member (Billing).png|none|thumb|500x500px]]
'''Performance''' - This option is about setting performance targets, which is used in performance management and statistics.
[[File:Step 9 - Member (Performance).png|none|thumb|500x500px]]
 
 
== 3. Manage Member ==
Member management has been divided into three (3) categories.
 
* New: Create members manually, you can do both interactive users and service accounts through here. This option is only limited to members whose role is administrator. [[File:Step 10 - Manage Member (New).png|none|thumb|500x500px]]
 
* View: This option can help you know who have been marked inactive members in the system. [[File:Step 11 - Manage Member (View).png|none|thumb|500x500px]]
* Actions: This option refers to editing profile fields of the members which is only limited to members whose role is administrator.[[File:Step 12 - Manage Member (Actions).png|none|thumb|500x500px]]
 
== 4. Adding New Member ==
The below guide will explain the key steps in adding new members into the contacts law subscription:
 
* Option 1: Go to My CPMS ID[[File:Step 13 - CPMS ID.png|none|thumb|500x500px]]
 
* Proceed to My Subscriptions.[[File:Step 14 - CPMS ID Click My Subsricriptions.png|none|thumb|500x500px]]
 
* Go to DSH Legal, right click and choose Manage Users.[[File:Step 15 - CPMS ID - List of Subscriptions.png|none|thumb|500x500px]]
 
* Then you add a New User by adding an email address. [[File:Step 16 - CPMS ID - Manage Users.png|none|thumb|500x500px]]
** Option 2: Go back to the ContactsLaw App, navigate to the ribbon group and choose Interactive User or Service Account.[[File:Step 10 - Manage Member (New).png|none|thumb|500x500px]]
 
== 5. Final Steps ==
Before you save the new member that you created, a CPMS ID is required.
 
* If the process is through option 1, an invite will be sent to your email address.
 
* For the option 2, the process of having the CPMS ID number, see separate article about [[CPMS ID]].
 
[[File:Step 18 - CPMS ID - Invite User.png|none|thumb|500x500px]]

Revision as of 07:50, 16 September 2024

Members are what we call users in the ContactsLaw. A member can either be an interactive user who logs into the system, or it can be what we call a service account which is going to be some third party application or integration that talks to the system not in respect of a particular person.

The below guide will explain the ways on how we can add new members into the system:

1. Getting Started

Navigate to the ribbon group and click on My Subscription.

Step 1 - Member.png

Proceed to the pane and click Members.

Step 2 - Member.png

In the grid, you will see a list of all of the active members and the ones who have current access to the software. Then choose a member.

Step 3 - Member.png

2. Member Properties

Members Properties has six (6) sections, and those are: Member, Sync, Fields, Documents, Billing, Performance.

  • Type: There are two (2) types of member: a Service Account and an Interactive User. Service account is an account for the system directly, while Interactive users always have an associated contact.
  • Display: Refers to the name of the member.
  • Client ID: Identification I.D within the system
  • Roles: This option also refers to the access of the member in the system. Examples of roles in the system are: Administrator, User, and Guest.
Step 4 - Member.png


Sync - refers to the tasking calendar synchronisation depending on how an individual subscription is set up.

  • Synchronise using: Synchronisation of members is supported by Microsoft 365.
  • Microsoft account: Microsoft 365 email address.
  • Calendar: Refers to the options that can choose to do terms of synchronisation. It may be sychronsation of calendar items, task items, or 2-way sync.
  • Email: Automatically import emails is an option that has a scheduled job that goes through periodically and brings emails that are tagged with matter.
Step 5 - Member (Sync).png


Fields - refers to the custom fields for matters and contacts, which you can set up custom profile fields for members.

Step 6 - Member (Fields).png


Documents - refers to the several types of documents with members, specifically things like images containing signatures, initials, and portraits.

Step 7 - Member (Document).png

Billing- this refers to a concept in time recording that determines what rates get used for recording time, and that means that the member fits into what we call a Fiona type which is configured at the subscription level.

Step 8 - Member (Billing).png

Performance - This option is about setting performance targets, which is used in performance management and statistics.

Step 9 - Member (Performance).png


3. Manage Member

Member management has been divided into three (3) categories.

  • New: Create members manually, you can do both interactive users and service accounts through here. This option is only limited to members whose role is administrator.
    Step 10 - Manage Member (New).png
  • View: This option can help you know who have been marked inactive members in the system.
    Step 11 - Manage Member (View).png
  • Actions: This option refers to editing profile fields of the members which is only limited to members whose role is administrator.
    Step 12 - Manage Member (Actions).png

4. Adding New Member

The below guide will explain the key steps in adding new members into the contacts law subscription:

  • Option 1: Go to My CPMS ID
    Step 13 - CPMS ID.png
  • Proceed to My Subscriptions.
    Step 14 - CPMS ID Click My Subsricriptions.png
  • Go to DSH Legal, right click and choose Manage Users.
    Step 15 - CPMS ID - List of Subscriptions.png
  • Then you add a New User by adding an email address.
    Step 16 - CPMS ID - Manage Users.png
    • Option 2: Go back to the ContactsLaw App, navigate to the ribbon group and choose Interactive User or Service Account.
      Step 10 - Manage Member (New).png

5. Final Steps

Before you save the new member that you created, a CPMS ID is required.

  • If the process is through option 1, an invite will be sent to your email address.
  • For the option 2, the process of having the CPMS ID number, see separate article about CPMS ID.
Step 18 - CPMS ID - Invite User.png
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