Skip to main content
Firm administration

Set up staff

The firm administrator — or any staff member with permission to add and edit staff information — enters new staff information. Staff with the security permissions can then sign in and maintain their own personal information.

Adding new staff

  1. Go to
    Setup
    , then
    Staff
    .
  2. Select
    Add
    .
  3. Enter information on each of the following tabs.
    • Main
    • Contact Info
    • Benefits
    • Skill Set
    • Rates
    • Targets
    • Security
    • Custom Fields
    • Notes
  4. When finished, select
    Enter
     to save your changes.

Delete staff

  1. Select the staff member you want to delete on the
    Staff
     screen.
  2. Select
    Delete
    .
    note
    • You can't delete the following:
      • staff members who are assigned to other staff as a supervisor.
      • clients as the partner, manager, or other staff assignment.
      • associated historical data such as time entries.
    • You can't delete staff members who currently serve as:
      • a supervisor to other staff.
      • partner, manager, or other staff assignment to clients.
      • associated historical data such as time entries.
    • If security is turned on for your firm in Practice CS, you can't delete the last staff member with administrator status. Set up another staff member as an administrator before continuing with the deletion.
    • You can't delete the same account you logged in with.
  3. At the prompt, select
    Yes
     to verify that you want to delete the staff member.

This article applies to:

  • Product: Practice CS
  • Subject: Setup

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close