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Admin Users

ADMIN - Users

  • Configurable Auto Logout Settings (Includes Adobe Connector Plugin)
  • ADMIN - Setting Up Multi-Factor with SMS Authentication for Users
  • ADMIN - Users
  • ADMIN Users - Reset Multi-Factor Authentication
  • Admin User - Reset User Password
  • Admin- User Roles & Permissions in Firm360

See all 8 articles

ADMIN - Settings

  • Character Limits
  • Admin Settings - Billing/Invoicing
  • Admin Settings - Billing/Invoicing - Show Invoice Hourly Rate on Invoice Time Breakdown
  • Admin Settings - Billing/Invoicing - Project Billing Logic
  • Admin Settings - Client Portal
  • Admin - Settings

See all 21 articles

ADMIN - Customizations

  • Task Statuses & Project Closure
  • Customizations - Billable Categories
  • Customizations - Billable Types
  • Customizations - Add Billing Rate Overrides
  • Customizations - Document Types
  • Customizations - Tax Rates (Configure and Apply Sales/Service Tax Rates)

See all 20 articles

ADMIN - Payments

  • Stripe Merchant Provider Policies and Firm360 Integration Details and Stripe Limits
  • Payments - Connect with Stripe
  • Securely Save Credit Card Information and Approve for Future Invoices
  • Setup ACH Payments
  • Stripe - Adding a new team member to your Stripe account
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