Manage Users

All conveyancers that are set up in your firm will appear in a list on the Manage Users tab, alphabetically by last name. The Manage Users tab allows any user with administrator privileges to add, edit and delete conveyancers. Users that do not have administrator privileges can view the information only.

Add

To add a new conveyancer, click the Add button at the top of the list of conveyancers.

Delete

Conveyancer's are noted on files they opened and tasks they created while at your firm. If you delete the conveyancers, their names will be removed from all files, tasks and reports. If you require the conveyancer name to continue to appear in these areas, we recommend you delete the login only. Once the login is deleted, the conveyancer will not have access to econveyance, however, her name will continue to appear on files that she worked on while at your firm.

To delete a conveyancer, select the conveyancer from the list by clicking anywhere in the row (except on the Edit link) and click the Delete button. Note:

Edit

Click the edit link to make any alterations to conveyancer information.