Firm Settings and Defaults Overview

Your administrator A user account created at installation with full rights and ownership of the organizational structure. or staff with the security group A set of access rights and restrictions. Staff assigned to the security group automatically receive the group's access rights. functional rights can set options for the firm. From the Dashboard Configuration window, click Firm > Settings and defaults to display the following options:

Note: Depending on your licensed and installed products, additional options may appear in Dashboard or on the Firm window.