Before Adding Users
Be sure you have configured the Firm record—this Company record includes communication and address information that Firm Members will be linked to.
Adding New Users
You can add new users at any time. However, these new users will not be able to use Amicus Attorney until you have allocated a license to them.
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To add a user, choose User Management on the navigation list in the Office module. The User Management view appears
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To add a user, choose User Management on the navigation list in the Office module. The User Management view appears.
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Click on Full Name and type in First Name, Last Name and Initials (initials are mandatory)
4
You will see Communication Details.
Add in the Email address of the user (you will need this for document assembly and Amicus Anywhere access and other information (Website, Address, Phone number)
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Click OK. You will be prompted to save this information. Click Yes.
6
Select the Admin option. here you will specify whether they are a Timekeeper, Administrator, or Librarian.
Billing options will only appear if you have the premium Billing Module.
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Set the Type of user (Partner, Paralegal, legal Assistant and their corresponding Security profile (id used)
For more information on Security Profiles please see the Help section under Help -> Amicus Administrator Help.
8
Set their group membership (if you have internal groups. Groups can make it easier to work with large amounts of data if you are in a bigger firm.
For information on Groups and creating Groups please see the help section.
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Set up new File Assignments. These are the people that will be assigned to new files this user creates. You can also set the Default Responsible Lawyer on new files this user creates.
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Set up the user's Billing Rates (if they are a Timekeeper. To configure the rates select the Rates tab on the lower right and add over the rates they will use. Set up their default Billing Rate.
These rates are configured in the Firm Settings. For more information on creating rates see the Help – Amicus Administrator Help section.
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Click OK to save the changes.
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Click Office Access. Here you will specify the User ID – this will be their user name when they log into Amicus. Select their new password and then verify the password. here you can also set up Office Access (Who has access to open this user's Amicus office)
It is best to keep this simple (avoiding commas, and titles)
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Click OK
That's it. Have the new user log into their Amicus with their User ID, Firm ID and the password you just created.
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