How Do I Remove a User From My Account?
We recommend deactivating a user and inviting any new users to maintain data integrity.
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Where Do I Find My Licensing Information?
In your Firm Settings, Active users can be viewed and managed under “Users & Groups.” To view License counts and expiration dates, click on the “+” symbol to add a new user. This will open a module where you can invite a new user. License counts and ...
What is the difference between My Settings and Firm Settings?
My Settings gives you access to your personal settings such as User Profile settings, Email Account settings and Password settings. Firm Settings is for administrator use and allows customization of the firm's Zola account. Users with access to ...
How Do I Receive Renewal Notifications?
The Billing Contacts added under Plans and Payments are the contacts being designated to receive a Renewal Notification. The Renewal Notification applies to annual subscriptions and will be sent out in advance of the deadline as a reminder to submit ...
What Are the Different Billing Types?
Within CARET Legal, there are multiple options for how you would like to bill each Matter. The Billing Type is selected at the time of matter creation, but can be edited at any time in the Matter Options. Below is a list of the options offered, and ...
How Do I Add Group Permissions for Matters?
Do you have Matters and Practice Areas that only a group of users require access to? Not everyone at the firm needs access to a certain practice area and the Matters related to them? Now you have the ability to create groups for permissions. This ...
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Experiencing degraded performance in CARET Legal?