Most Frequently Asked Questions

How do I create a New user Account
Please note that the our systems are role based, users with this role are able to create a new account. Follow the below steps: Log in to the syste...
Mon, 14 Mar, 2022 at 12:01 PM
How to change your Password
Below are the steps: Log in to the system At the Dashboard, on the top of the page there is a Change Password Link Click on the “Change User Password...
Mon, 14 Mar, 2022 at 12:01 PM
How to Deactivate an Account
This happens in an instance where a particular employee is no longer working in your organization also not using the system. Please follow the below ste...
Mon, 14 Mar, 2022 at 12:00 PM
How to Add Roles for Users
This module enables you to add roles for the different users in the system i.e. When one is promotions or change of departments. You are able to add differe...
Mon, 14 Mar, 2022 at 12:00 PM
How do I Manage Staff(s) Account
This is part of the employee onboarding process. After being employed, ideally the next step is to create for the employee a Staff Account. Here we capture ...
Mon, 14 Mar, 2022 at 12:00 PM
How do I Close Staff Accounts
Closing Staff Accounts. After terminating an employee, we may decide to close their account so that that they don’t appear on active employee spaces like ...
Mon, 14 Mar, 2022 at 12:00 PM
How do I Apply for Leave
Staff members are entitled to annual leave, sick leave, Study Leave, Compassionate Leave, Unpaid leave, Paternity or Maternity Leave, CLE leave. Annual Le...
Mon, 14 Mar, 2022 at 12:00 PM
How do I cancel a Fee Note
Please follow the below steps: Log in to the system Go to Client Invoicing module under Fee Notes/Credit Notes Section Click on the “Fee Notes/DRN/Inter...
Mon, 14 Mar, 2022 at 11:59 AM
How to Re-Open a File(s)
This module assists in re-opening a file which was once closed, example when the clients comes back you are able to re-open that particular file without hav...
Mon, 14 Mar, 2022 at 11:59 AM
How Do I Close a File(s)
You are able to close a file once you are through with that particular client and the file will be stored at the Close files section, if you need to revie...
Mon, 14 Mar, 2022 at 11:56 AM