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The first user who creates a Clarra account for the organization is automatically assigned the Super Admin role. As a Super Admin,...
August 1st, 2022 124 views 0 likes
The Account Settings section is visible to users with Admin and Super Admin roles. Users with custom roles that have...
August 1st, 2022 91 views 0 likes
The Company Info tab contains general information about your company. All fields are editable except Company ID. To edit the...
August 1st, 2022 103 views 0 likes
This section allows you to View a list of all users Search for a user Edit a user’s details role...
August 1st, 2022 106 views 0 likes
There are three standard roles that are defined in Clarra - Standard User, Admin, and Super Admin. You can also...
August 1st, 2022 74 views 0 likes
Calendar Rules About CalendarRules CalendarRules is a subscription-based service offering automated rules-based calendaring of events based on a trigger date...
August 1st, 2022 78 views 0 likes
You can designate a user to receive notifications for account-related events. To do so, select the users you want to...
August 1st, 2022 73 views 0 likes
This section enables Admins to: Set a multi-factor authentication method for the entire organization See the date and time of each user’s last login and the user’s IP address Customize the disclosure statement that appears in the footer of every page of...
August 1st, 2022 75 views 0 likes
The Account & Billing module of the application allows you to view and manage your Clarra subscription plan, billing history,...
August 1st, 2022 181 views 0 likes
Data properties can be customized for various sections of the application to fit your firm’s practice area, operations, and workflows....
August 19th, 2022 72 views 0 likes
