This article shows how to create and setup new fee earners in the Accounts section of Unity® Practice Management
- Setup a new fee-earner in the Unity® Practice Management Accounts system by following the below steps:
- In Unity® Practice Management Accounts, select Maintenance and then Fee Earner.
- Press Insert to add a new fee-earner.
- Enter the details of the new fee-earner in the fields at the top of the window.
- You will need to enter a Category at the drop down, either A, B or C. These have no functional effect so any can be selected.
- Press Save to save the new fee-earner.
After a short time, the new fee-earner will appear in the drop down menu in Unity® Practice Management.
If you would like this fee-earner to be restricted to only their files email u-support-cms-uk@quill.co.uk to make the request.