The Risk & Compliance System allows for a Master User to add a firm’s Practice Areas into the system, which will then be used in modules and reports.
Note: Only users with Master User permissions can access the Account Settings.
Navigate to the Account Settings from the system Home Page.
Navigate to the Firm Practice Areas section of the Firm Setup menu.
Add a Practice Area by typing the name into the box and click +Add. The Practice Area will then appear in the list.
To edit a Practice Area, click Edit. The name of the Practice Area will then appear in the text box below the list and can be edited as needed. These changes will then be saved and changed in the system by clicking Save.
To delete a Practice Area click Delete, and then Accept. The Practice Area will then be removed from the list.
Should you have any questions or need any support please contact the team at firstname.lastname@example.org or telephone 01829 731 200