Add firm offices
When you add a firm office to Tracker, you add information such as the firm's physical address, practice areas, and billing information. By default, the firm's Lead System Administrator is designated as the Office System Administrator for the office. Once the office is set up, the firm's Lead System Administrator will be notified via email and can log in and select a different user to be the Office System Administrator.
note
Before you begin, be sure that the office has not already been created.
- SelectFirms, thenOur Firmsin the left navigation.
- Select the name of the firm in the list.
- SelectAdd office.
- Complete the office profile fields.
- SelectSave & close.