MatterFirst Academy

Admin & Team Management

Manage users, roles, permissions, integrations, and organisation-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 pods Group people into pods to see combined workload, target help, and set coverage.
  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 Organisation settings Your firm's name, region, timezone, currency, and where branding actually lives.
  6. 6 Your plan and usage Read your subscription, manage Document AI credits, and switch plans on the Billing page.
  7. 7 Configuring AI features Two surfaces: the AI Assistant's tools, and Document AI's rules, quality, and credits.

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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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