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The members tab, accessible via The Practice, is where members are created, maintained, administered, controlled (via permissions) and monitored (in terms of their use of ContactsLaw). Access to these settings is restricted to the practice manager and any members who are specifically granted the ability.
 
The management functionality is broken down into the following views:
  • Profiles - Provides a starting point for member creation. Allows maintenance of profile information, payroll settings, member relationships and rates for billing scales.
  • Overheads - Reports sales and overheads for each member of the practice.
  • CPD - Within a given CPD reporting period, provides an overall view of members' professional development points and requirements.
  • Permissions - Controls access and restricts permission to almost all areas within ContactsLaw. Permissions are configured primary for member groups, with the ability to override group permissions in specific cases.
  • Sessions - Probes the DDM to determine which members are currently using the system, which version of the application they are running, where they are connected from and how long their session has been active. This is a useful monitoring tool.