Settings

The Settings area of your application is where firms and users can customize, manage, and fine-tune every aspect of their workspace. This section centralizes all configuration tools—whether organizational, personal, or system-level—so you can tailor the platform to your firm’s needs, maintain user access, and manage operational workflows with ease. The Settings page is organized into three main categories:

System

Personal

Settings

All articles on this category
May 21, 2020

Managing your Firm

In this guide, you will learn how to configure your law firm information for use in Maatdesk. Please note that this is a necessary step and should be the first action to take after a tenant has been successfully created. Table of contents Accessing the Firm window Entering the Firm’s information Contact information Financial information…

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May 10, 2020

Managing Groups, Roles and Job Titles

In this guide, you will learn how to establish the hierarchy of your firm by managing user groups, roles and permissions, and job titles. Table of contents Accessing the Group, Roles and Job Titles window Groups tab Creating a Group Editing a Group Deleting a Group Roles tab Creating a Role Editing a Role Deleting…

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May 6, 2020

Managing Users

In this guide, you will learn how to manage your firm’s users by inviting them to Maatdesk, editing their information, setting up their roles and groups, and more. Table of contents Accessing the Users window Inviting a User Resending an Invitation Editing a User Deleting a User Accessing the Users window To access the Users…

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