This article describes how to set up a default Fee Earner with Unity® Practice Management.
To view the statistics on the dashboard, a user will require a Fee Earner to be set as their default so that the system knows which statistics to show.
The default fee earner follows these steps:
- Select your initials in the bottom left corner of Unity® Practice Management
- On the window that appears, click Settings
- Expand the tools menu
- Change the default fee earner in the drop-down menu to the newly created fee earner, as shown in the screenshot below.
- Click Submit
This will then save the preference and will allow the user to view the stats of the Fee Earner they selected on the dashboard.