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Activating Staff Grouping defaults

The first step is to use the Company Profile to set up the configuration of your firm and activate the use of offices and departments. Other input areas are dependent on this profile so ensure these are filled out first.

  1. From the File menu, select Company Profile and click the Terminology tab.
  2. Set the terms you wish to use for "office", "department", "partner", and "manager". The terms defined here are used throughout the applicable dialogs. At any time these can be changed.
  3. Click the Firm tab.
  4. Under Office and Department Defaults, activate the groupings your firm uses by checking the applicable boxes.

    Note: Some combinations of staff grouping are possible. Guide to grouping combinations.

  5. Close the Company Profile.