Tuesday, 19 January 2021

New Alpha Legal "how to" video on YouTube - setting permissions for users

Once you have invited users to join your company account, how do control what each user in Alpha Legal can see and do?

This is an important question.  You may want a "shared contact list" which all consultants can see, or you may want to keep each user's client list separate and hidden from each other.  It's your choice!

Similarly, the credit bank can be shared amongst all users, or can be allocated individually.  We've tried to make Alpha Legal work for every size and style of business.

Here is a quick video to show you some of the options.  Hope you'll find your chosen option here!



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