Setting up new Users
How to set up a new user
You must have Administrator permissions
to perform this.
From the
Options menu, select Users and Groups:
In the new
window, select Add User:
This
will open a new window with user details. Most of the data capture in here is
self-explanatory, but there are some that may require clarification as per
below.
If
you are unsure, it is always worth comparing to an existing fee earner to see
how they are set up first.
Work
your way through the left hand options by clicking on them one at a time, as
they are different screens for you to fill in, and click on the OK button to
save when you are finished.
You
can also click on the Cancel button to cancel out at any time, although your
changes will not have been saved.
Username - The
username to log into Redbrick PM.
Windows
Login – If the system is set to log in automatically (you can request
this from Redbrick Support), the windows username goes here (without the
domain).
Can Log
On – If you are adding a Fee Earner or Partner who doesn’t need
to access this system, do not tick this box. Users must have this box ticked
before they can log in.
Status – If a user leaves your firm you will want to flag
them as InActive.
Fee Rates– This is where Fee earner specific costs per units can be set for different fee structures (See Fee Structures Section).
Case Permissions – By default every user can see every case, however users can be denied access to specific fee earners matters.
Job Title – This may also be used in letters, and would usually be;
Solicitor, Paralegal, Legal Assistant, Licenced Conveyancer etc.
Member of (within the 'Role' page) – Set which group the user is a member of, depending on the
permissions required for the user. (see Groups Section)
Initials – These
are the initials to appear against work done in the system and in references
for example John Smiths initials might be JS, rather than J.
Nickname – This is
the sign off, or how the user would like their name to appear in letters.
AML Login
Details – If Veriphy AML Check is integrated, Usernames and Passwords
are stored here.
Document
Templates – Depending how your documents are set up (either Fee Earner
specific, or Branch specific letterheads) you can select letterheads from here.
Accounts
– If one of our integrated Accounts systems is used,
connection details are stored here. If you use Quill integrated accounts, usernames and passwords are also stored in the My Account section on the top row of
buttons in Redbrick, under Quill Settings, and displayed for the User who is logged in.
Searches – If an integrated
search provider is used for property searches, usernames and passwords can be
stored here.
Assistants – If you are using the Assistants functionality (e.g. where a Fee earner has more than one assistant and your templates display multiple names, or you Assign Tasks to all Fee earner Assistants as a group), tick the correct names in the selection box on this page within the Fee Earner user record once their record has been set-up. Note: any user who is ticked as a Fee Earner or a Partner in their User Record will not show as an available Assistant.
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