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Practice Managers
For information that is helpful and relevant for practice managers
Adding users to your firms account
First ensure your are signed into the practice managers account. Then add a Solicitor to your Firm Account From ‘My Dashboard’ Click on ‘My Users’, to list users attached to your firm account Then click create a user ![](https://storage.crisp.chat/users/helpdesk/website/4b252feef9ad900
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How to assign courses to my colleagues
Start by logging in to your Administrator account from the Homepage by selecting "Log in" Select "My Business Courses" from the menu on the left of the screen Your CPD package will be listed on the screen and the number of licences you have as your "No of Users" ![](https://storage.crisp.chat/users/helpdesk/we
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I am a Firm Administrator, how can I find my Company Dashboard ?
Start by logging in to your Administrator account from the Homepage by selecting "Log in" Type in your user details and press "submit" to be directed to your "dashboard" Click on the black dropdown arrow on the top right of your screen ![](https://storage.crisp.chat/users/helpdesk/website/4b252feef9ad9000
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As the Firm Administrator, how can I add new users to the firm account ?
Start by logging in to your Administrator account from the Homepage by selecting "Log in" Select "My Users" from the menu A list of current firm account users will be displayed You can add your new starter
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Navigating the Firm Administrator Dashboard
Navigating the Firm Administrator Dashboard: Once you have logged into your Administrator account from the Homepage by selecting "Log in" You will be directed to the Firm's Reporting Dashboard displayed below Reporting Dashboard ![Report Statistics](https://storage.crisp.chat/users/helpdesk/website/4b252fee
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How can I view my colleagues' Training Plans ?
Start by logging in to your Administrator account from the Homepage by selecting "Log in" Select "My Users" from the menu Search for your colleague on your User listing and click on the "Training Plan" button alongside their email address. ![](https://storage.crisp.chat/users/helpdesk/website/4b252feef9ad9000/colleague-u
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As the Firm Administrator, how can I check if a firm user has the package on their account ?
Start by logging in to your Administrator account from the Homepage by selecting "Log in" Select "My Business Courses" from the menu on the left of the screen Click on the "view" button ![](https://stor
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How can I view my colleagues' CPD Summary?
Start by logging in to your Administrator account from the Homepage by selecting "Log in" Select "My Users" from the menu Search for your colleague on your User listing and click on the "Summary" button alongside their email address. ![](https://storage.crisp.chat/users/helpdesk/website/4b252feef9ad9000/user-listing-s
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How can I view my colleagues' CPD History?
Start by logging in to your Administrator account from the Homepage by selecting "Log in" Type in your user details and press "submit" to be directed to your "dashboard" Select the black dropdown arrow at the top right of the screen Select "Company Dashboard" from the dropdown menu Select "My Users" from the menu
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How to change your colleague's account details
One of your colleagues may need to change their email address on their account, their surname or they may ask if you can change their password for them. It is possible for you to do all of this from within your account. Start by logging in to your Administrator account from the Homepage by selecting "Log in" Select "My Users" from the menu . Once you have logged in you can select the messaging option below on your shortcuts menu. Shortcuts menu You will see your Inbox displayed. You may have messages or enquiries from your firm users here as they can message
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