Admins can follow the instructions in this article to designate CounselGO users to receive email notifications for accruals submission requests for a specific client. For more details about submitting accruals requests, click here.
1. Go to the relevant client in CounselGO and then go to Users from the left navigation bar.
2. Click on the user you need to update.
3. Select the box for Accruals Submission and click Submit.
The user will receive the email notifications when it is time to submit the estimate of unbilled work. Your firm or the client can designate multiple users to receive the notifications as needed.
NOTE: Assigning this role to a CounselGO user only applies to the client you are currently viewing. If the user should receive notifications for other clients, go to Clients and repeat the steps above.
Comments
0 comments
Article is closed for comments.