Getting Started (For IT & Module Admins)
33 articles
How to invite users
How to deactivate or activate a user
How to manage user lists
How to update user information (for IT Administrator)
Understanding Administrator roles, User types, and Access permissions
How to Manage your User Groups
Differences in features between Pro/Standard license for Matter Management module
[New] How to View Reports (Volume)
[New] How to View Reports (Speed)
[New] How to View Reports (Workload)
[New] How to Use Reports
Workspace management: Creation and editing by IT Administrators
How to create workspaces and folders in bulk
How to manage your departments
About licenses
Edit workspaces/folder names in bulk
Bulk update access permissions
Setting up internal ID auto-generation
How to Manage API Credentials - For Users
How to Manage API Settings - For IT Admins
[New] How to Set Up Company Information
How to set up Single sign-on (SSO)
How to set up Single sign-on (SSO) in with Microsoft Entra ID
How to set up Single sign-on (SSO) with Okta
How to restrict IP addresses
How to set up Multi-Factor Authentication
[New] How to Create and Download Audit Logs
[New] How to Use Audit Logs
[New] Understanding the Audit Log screen