MatterFirst Academy

Admin & Team Management

Manage people, access levels, teams, your plan, and firm-wide settings.

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Advanced 50 min 7 lessons

Lessons

7 lessons in this path

  1. 1 Managing team members Invite, set access levels for, and deactivate the people in your firm.
  2. 2 Roles and access levels The five built-in access levels and what each one can do.
  3. 3 Organising your firm into teams Group people into teams to see their combined workload, target help, and plan cover.
  4. 4 The Workspace hub: workload, help & coverage The firm-wide view of who's carrying what, plus the help inbox and coverage.
  5. 5 Firm details Your firm's name, brand, region, time zone and currency, and where the rest now lives.
  6. 6 Your plan and usage Read your subscription, manage your AI credit and seats, and change plans on Plan & payment.
  7. 7 Configuring AI features AI settings: what the assistant may do and for whom, and what AI reads from documents.

Need hands-on help?

Book a guided onboarding session and our team will walk you through setup, answer your questions, and configure MatterFirst for your practice.

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