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Adding users from the Company Network into the Staff list

  1. Activate the Windows Active Directory integration. How?.
  2. Synchronize the list in the Setup | Staff dialog by clicking the Sync button.
  3. To add each staff member, click the New button. The popup list contains those users synchronized from the firm network list.
  4. Select a user from the popup list. The staff record is automatically filled in with information from the firm network list.
  5. Review the new staff member record.
  6. Enter any missing or extra information to complete the staff record.