Yes. To do this, click the avatar icon in the upper-right corner, then select Permissions. Assign the selected employees to the appropriate permissions. Next to each permission, there are “i” icons that provide a detailed explanation of what that permission covers. If you have any questions, please contact your account manager or the Firmao support team.
Yes, the Timeline feature is the best tool for tracking activity in the system. You can access it from the main menu, where you can filter users, as well as in each user’s profile details (as a tab), and as a tab within system objects uch as tasks.
Hover your mouse over “Email” in the main menu and select “Accounts.” In the “Email Account Access” column, select which employee should have access to the selected mailbox.
Go to the Users module in the sidebar, select the user’s details, and choose the appropriate license type in the License field. If you select a license that is higher than the one you currently have, the system will automatically generate and email a pro forma invoice for payment.
Yes. Click on a user’s avatar and select Permissions. There you’ll find the basic permissions you can assign to individual users. If you want to set more specific restrictions on system features, use the Teams option available in Company Settings —there you can set permission restrictions for specific employees or groups.
