System Settings - Creating a Staff Members and Users
Updated
This article shows how to create a staff member within Insight
Staff and Fee Earner Screen
Click 'System'
Select 'Staff and Fee Earners' from the toolbar
Adding a Staff Member
Click the ‘Add’ button in the top left corner
The ‘Staff Member’ section will open
Fill in relevant fields, First Name & Last Name are mandatory
Make Staff Members into Fee Earners
Click the ‘Make fee Earner’ button in the top toolbar
Fill in the Fee Earner details
Only the ‘Code’ and ‘Units per Hour’ fields are mandatory.
Please note that the ‘Cost per Unit’ field is for the cost to your business of employing this fee earner and is not used for time recording.
To add a communication method:
Right click within the ‘Communication Methods’ tab and click ‘Add'
Select the communication method type
To add a budget / target:
Click on the ‘Budgets’ tab
Select the ‘Annual Budget of’ option
You can then enter the budgeted amount of units and/or value of work to be done in the year. Click ‘Add’
Insight will spread the budget evenly over twelve months, but you can manually overwrite the amounts if you wish.
Making Staff Member a User
Click the 'Make User' button at the top of the screen
All staff members set up as users will have a symbol shown next to their name on the left-hand side of the screen.
Enter the ‘Login Name’
Either leave the ‘Password’ box unticked if they do not wish to use a password or tick the ‘Password’ box and enter the password
Select the permissions you would like this staff member to have. The scroll bar will show more permissions on screen
The 'E' symbol next to the permission indicates that these are Enterprise Features.
Once all Permission has been set, select 'Save' in the top left corner
Deleting a Staff Member
If a staff member no longer needs to be set up as a user on Insight, you can click the ‘Delete User’ button at the top of the screen after selecting their user account from the list on the left-hand side.
This will remove their user access, and they will no longer be able to log into Insight. You can always make them a user again
If staff members are no longer fee earners, you can mark them as ‘Non-Current’, meaning you will no longer be able to select them when setting up new matters or running reports by fee earner. You can also reassign any open matters to another fee earner if needed
After ensuring their user access has been removed and that they have been marked as ‘Non-Current’, where applicable
Click the ‘Delete Staff’ button at the top of the screen. This will not altogether remove staff members; it will just hide them from the list on the left-hand side when the ‘Hide Deleted’ tick box is ticked. Any transactions that this staff member posted will still have their name attached to them
Once the staff member has been deleted, select 'Save' in the top left corner
All staff members set up as users will have a symbol shown next to their name on the left-hand side of the screen.