Quill Integration - Connect a New User - Administrator

Quill Integration - Connect a New User - Administrator

Info
[This should be done by an Administrator at the firm]

Go to Options in top left of Redbrick -> Users and Groups -> [select a user] -> Edit User

On the left-hand panel of the window click on Accounts

A screenshot of a computer

AI-generated content may be incorrect.

 

Tick “Enable Quill integration for this user” and complete the details listed below:

 

Info
 [This can be copied from an existing user if already setup]

 

User Name: Quill login username 
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[This is often in the format of firstname.lastname but can vary.  The username can be checked in Quill by clicking the user's initials at the bottom left of the screen and going into Settings]

Password: Quill password

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[If you don’t know their password you can enter anything in the password field and when the user logs into Redbrick it will tell them its wrong and prompt them to amend it]

 

Client ID: Quill client id

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[If you are not sure you can check this id against another user currently set up with Quill integration]

 

Quill Fee Earner: If the user is a fee earner at the firm, choose their name from the drop down list so it maps into Quill – if they are not a fee earner leave it blank

Info
[Note: this fee earner must be set up in Quill first to be made available from the drop down]

 

Quill Partner: If the user is a partner at the firm, choose their name from the drop down list so it maps into Quill – if they are not a partner leave it blank

Info
[Note: this partner must be set up in Quill first to be made available from the drop down]

Press OK to save your changes
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