How-To:Member

From ContactsLaw Documentation
Revision as of 08:12, 25 September 2024 by Angele Smith (talk | contribs)

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.

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 active members who currently have access to the software. Select the desired member.

Step 3 - Member.png

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.
Step 4 - Member.png


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.
Step 5 - Member (Sync).png


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

Step 6 - Member (Fields).png


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

Step 7 - Member (Document).png

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

Step 8 - Member (Billing).png

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

Step 9 - Member (Performance).png

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.
    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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