Add a new triConvey user

Learn how to add and edit staff and users. 

Table of Contents

• How to access staff and user settings 
• Add a new user 
• Edit user details
• Remove staff or user access from triConvey

How to access staff and user settings 

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Staff & Users.

3.    Select Add New.

Add a new user 

1.    Enter your new staff member’s information. 

Tip:  The minimum requirement is to enter their name and email address.

2.    Select Enable triConvey Access for this user. 

Tip:  This will send an email to the staff member's email address.  The Get Started link will expire after 72 hours.

3.    You can also set their default hourly rate and settings from the Billing tab.

4.    Enable AutoTime for this user by ticking Enable automatic creation of time entries.

5.    Select Save and then select Yes when asked to confirm adding the new user. 

Recommended information to enter for each staff user 

triConvey will pick up the following information from the staff member’s details when populating fields in places such as precedents and letter signatures: 

• Name: Enter the full legal name as this will populate the signing fields in documents.
• Initials: This shows up in matters to show who has completed certain tasks. 
• Contact Details: This will populate in relevant precedents and containers. 
• Role: Enter the role that displays under the user’s name when signing. 
• Solicitor number: This will populate the practising certificate number fields. 

Edit user details

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Staff & Users.

3.    Double-click on the staff member's name to open their staff card and make changes.

Remove staff or user access from triConvey

You can revoke access to staff and users who have left the firm by marking them as Former Staff on their details card.