Settings Page

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The Settings page allows firm admin users to modify firm details; add, edit, and delete Users; customize template taxonomies; and to modify client interview settings. The settings tab is only available to Firm Admin Users.
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[[File:SettingsPage.png]]
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[[Setting Task Bar]]
 
[[Setting Task Bar]]
  

Latest revision as of 23:10, 9 February 2012

The Settings page allows firm admin users to modify firm details; add, edit, and delete Users; customize template taxonomies; and to modify client interview settings. The settings tab is only available to Firm Admin Users.

SettingsPage.png

Setting Task Bar

General Settings

Taxonomies Setting

Users Settings

Client Interview Setting

Client Interviews

Interview Transactions