Person Management
All on the management of persons, clients, employees and suppliers
44 articles
- Add a physical person
- Add a lawyer
- Add a legal person
- Add a group
- Add a legal person from the REQ
- Merge person / duplicates
- Editing a person record
- Delete a person record
- Add an international address
- Convert a person's type
- Make a person confidential
- Conduct a conflict of interest search
- Error message when searching for a conflict of interest
- Summary of an individual's matters
- Reassigning a person's role
- Modify a person's system properties
- Create an employee
- Access permissions
- Activate the account of a previously created employee
- Permissions in the employee file
- Add, modify or delete an employee price
- Assign an access profile to an employee
- Activation email not received by a new employee
- Modify an employee number
- Remove access for an employee
- Create or modify an access profile
- Reactivate an employee
- Rate levels
- View an access profile
- Add a shorthand code to my employee file
- Configure employee preferences