button) is for setting permissions, user management, updating contact information
and for reviewing your Account's activity log.
III.A. Settings
This section contains basic information about the Account. To turn off access to the Account for non-Admin users, set the
Status to
Inactive.
For non-limited scope clients who pay the monthly fixed fee,
if you do not want to continue with KRF representation after the current period ends then set the
Renewal Option
to
Do Not Renew. You will not be invoiced or otherwise billed unless you have outstanding balances.
You will receive a written confirmation of the termination of the KRF Attorney-Client Agreement.
Permission Settings. Each user has a Level and a series of Permissions. Most functions in the Control Panel
are associated with a minimum required Level and a particular Permission. If the User has a permission and level equal to
or greater than the function then the User can access/use the function.
Account Permissions govern access to Account level functions such as Administration and Support. For Counsel Module permissions,
use the Settings screen within the Counsel module. Note, if a user has a Counsel Permission
of ZERO (0) then they won't be able to access the Counsel Module.
III.B. Users
This section allows adding/deleting/editing the Users who will have access to the Control Panel. Each user must have a unique
E-Mail address. User permissions will govern what functions they can use within the Control Panel. This can be quite complex,
so contact KRF if you have questions. Permissions run throughout the Control Panel, and proper settings are important if you
allow numerous users to access your Panel.
Points to remember:
- In this section, Users can be deleted but Identities cannot. Identities can only be deleted from the
My Settings section of the User. So, to remove an e-mail/identity from the system the Identity has to log in and
do it themselves. This is because, internally, an Identity can have access to multiple Accounts, although this feature
is not yet available to the public.
-
When creating a user. WRITE DOWN THE PASSWORD. It will be shown at the top of the screen after creating the
User. Passwords are automatically generated and hard to remember. The User can change it later.
-
The Notify checkbox for a User is to identify Users that should be notified of Control Panel downtimes and other
technical matters.
- E-Mails/Identities can be created from the Control Panel but not changed. The Identity has to log in and change it
themselves.
III.C. Contacts
Place contact information for anyone that should be contacted when issues arise for this Account. Up to three contacts
can be detailed. Use the "Other Contact Information" form to provide particular details, such as notification instructions,
for a contact. For example, if a Contact is only available during certain hours (or months) then please indicate that.
III.D. Billing
KRF recommends that you do not place financial information in this section. In general, this section should only be used
to place
billing contact information. When an invoice needs to be paid, KRF will use address information in this section
for notification of the invoice. If there is no contact then the information in the Contacts section will be notified, and then
the location of the Client as set in the Settings section will be sed.
III.E. Log
This is a raw listing of activities associate with the Account. It includes the date, User name and action performed. This
log is archived on a regular basis so it will not grow forever. All users are included so anyone with access to the log will
be able to see what other users have done (as well as KRF) within the Account.