How-To:Member: Difference between revisions

Latest revision as of 23:11, 2 December 2024

In ContactsLaw, "members" refer to the system's users. A member can either be an interactive user who logs into the system or a service account, which is an external application or integration interacting with the system without representing a specific individual.

1. Getting Started

Navigate to the ribbon group and click on My Subscription.

Proceed to the pane and click Members.

In the grid, you will see a list of all active members who currently have access to the software. Select the desired member.

2. Member Properties

The Member section has six (6) parts: Member, Sync, Fields, Documents, Billing, and Performance.

Type: There are two (2) types of members: Service Accounts and Interactive Users. A service account interacts with the system directly, while an interactive user is always linked to an associated contact.
Display: Refers to the name of the member.

Client ID: The identification ID within the system.

Roles: Determines the member's access level within the system. Common roles include Administrator, User, and Guest.

Sync - Sync refers to calendar synchronisation, depending on the individual subscription setup.

Synchronise using: ContactsLaw supports synchronisation via Microsoft 365.

Microsoft account: The email address associated with the Microsoft 365 account.

Calendar: Options for syncing calendar or task items, or setting up a two-way sync.

Email: A scheduled job can automatically import tagged emails into the system.

Fields - Refers to custom fields set up for matters and contacts, enabling custom profile fields for members.

Documents - This section contains various documents related to members, such as signatures, initials, and portraits.

Billing- Billing refers to time recording rates used for each member. Members are assigned a "Fiona type," which is configured at the subscription level.

Performance -This section involves setting performance targets used in performance management and reporting.

3. Manage Member

Member management is divided into three (3) categories:

New: Create members manually, both interactive users and service accounts. This option is only available to members with administrator roles.

View: View members who have been marked as inactive in the system..
Actions: Edit profile fields for members, an option limited to administrators.

4. Adding New Member

The following steps explain how to add new members to the ContactsLaw subscription:

Option 1: Navigate to My CPMS ID.

Click on My Subscriptions.

Right-click on DSH Legal and choose Manage Users

Add a new user by entering an email address.
- Option 2: Return to the ContactsLaw App, navigate to the ribbon group, and select either Interactive User or Service Account.

5. Final Steps

Before saving the newly created member, ensure a CPMS ID is provided.

For Option 1, an invite will be sent to the email address provided.

For the Option 2, the process of having the CPMS ID number, see separate article about CPMS ID.

@@ Line 1: / Line 1: @@
-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.
+{{DISPLAYTITLE:How to Manage Members}}
+In ContactsLaw, "members" refer to the system's users. A member can either be an interactive user who logs into the system or a service account, which is an external application or integration interacting with the system without representing a specific individual.
-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.''
+[[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 active members who currently have access to the software. Select the desired member.
+[[File:Step 3 - Member.png|none|thumb|500x500px]]
-. Getting Started
+== 2. Member Properties ==
-Navigate to the ribbon group and click on My Subscription.
+The '''Member''' section has six (6) parts: Member, Sync, Fields, Documents, Billing, and Performance.
-Proceed to the pane and click Members.
+* '''Type''': There are two (2) types of members: Service Accounts and Interactive Users. A service account interacts with the system directly, while an interactive user is always linked to an associated contact.
+* '''Display''': Refers to the name of the member.
+* '''Client ID''': The identification ID within the system.
+* '''Roles''': Determines the member's access level within the system. Common roles include Administrator, User, and Guest.
+[[File:Step 4 - Member.png|none|thumb|500x500px]]
+'''Sync''' - Sync refers to calendar synchronisation, depending on the individual subscription setup.
+* '''Synchronise''' '''using''': ContactsLaw supports synchronisation via Microsoft 365.
+* '''Microsoft account:''' The email address associated with the Microsoft 365 account.
+* '''Calendar''': Options for syncing calendar or task items, or setting up a two-way sync.
+* '''Email''': A scheduled job can automatically import tagged emails into the system.
+[[File:Step 5 - Member (Sync).png|none|thumb|500x500px]]
+'''Fields''' - Refers to custom fields set up for matters and contacts, enabling custom profile fields for members.
+[[File:Step 6 - Member (Fields).png|none|thumb|500x500px]]
+'''Documents''' - This section contains various documents related to members, such as signatures, initials, and portraits.
+[[File:Step 7 - Member (Document).png|none|thumb|500x500px]]
+'''Billing'''- Billing refers to time recording rates used for each member. Members are assigned a "Fiona type," which is configured at the subscription level.
+[[File:Step 8 - Member (Billing).png|none|thumb|500x500px]]
+'''Performance''' -This section involves setting performance targets used in performance management and reporting.
+[[File:Step 9 - Member (Performance).png|none|thumb|500x500px]]
+== 3. Manage Member ==
+Member management is divided into three (3) categories:
+* '''New:''' Create members manually, both interactive users and service accounts. This option is only available to members with administrator roles. [[File:Step 10 - Manage Member (New).png|none|thumb|500x500px]]
+* '''View:''' View members who have been marked as inactive in the system.. [[File:Step 11 - Manage Member (View).png|none|thumb|500x500px]]
+* '''Actions:''' Edit profile fields for members, an option limited to administrators.[[File:Step 12 - Manage Member (Actions).png|none|thumb|500x500px]]
+== 4. Adding New Member ==
+The following steps explain how to add new members to the ContactsLaw subscription:
+* Option 1: Navigate to '''My CPMS ID'''.[[File:Step 13 - CPMS ID.png|none|thumb|500x500px]]
+* Click on '''My Subscriptions'''.[[File:Step 14 - CPMS ID Click My Subsricriptions.png|none|thumb|500x500px]]
+* Right-click on '''DSH Legal''' and choose '''Manage Users'''[[File:Step 15 - CPMS ID - List of Subscriptions.png|none|thumb|500x500px]]
+* Add a new user by entering an email address. [[File:Step 16 - CPMS ID - Manage Users.png|none|thumb|500x500px]]
+** Option 2: Return to the ContactsLaw App, navigate to the ribbon group, and select either '''Interactive User''' or '''Service Account'''.[[File:Step 10 - Manage Member (New).png|none|thumb|500x500px]]
+== 5. Final Steps ==
+Before saving the newly created member, ensure a '''CPMS ID''' is provided.
+* For '''Option 1''', an invite will be sent to the email address provided.
+* 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]]
+[[Category:How-To]]