Onboarding New Users
For an individual to access the AdvoLogix application, the System Administrator must first add them as a User, then assign them to the AdvoLogix package. The new user may optionally be setup as a Timekeeper if applicable.
Each user is assigned to a specific User Profile which allows Administrators the ability to tailor the user experience and data permissions for a specific type of user. For instance, practice area managers may have access to information and functionality not afforded to other personas within the organization.
1. Create the User in the System
The System Administrator will need the individual's basic contact information to add them as a user. The individual's first name, last name, email address, and time zone will be needed. Continue the process by following this link:
2. Assign the User to the Package
An individual added as a user does not yet have access to AdvoLogix. The System Administrator will then need to assign one of the AdvoLogix licenses to the new user. Continue the process by following this link:
3. Create a Timekeeper (optional)
If the new User will be tracking Time, the User will need to establish a Timekeeper profile. Continue the process by following this link: