Managing the Firm

The Manage Firm area in the Admin screen of the Smart Suite Workpapers website allows the administrators of a firm to allocate users to offices and teams.



Firm details


Clicking on Firm Details will take you to a screen to enter or edit your firm's name and address. From here you can also access Offices, Teams and Users without having to return to the main Administration Area. Finally you can select whether you want all workpapers to open straight to the Index tab in Excel. 



Adding and editing offices or teams


To add or edit an office or team click on the Offices or Teams area from the Admin screen or from within the Firm Details screen.


 

In the Offices screen you will see a list of current offices (if any) with the number of teams and users per office. To add a new office, simply click the Add button, which will take you to a popup to name the office and add any relevant users.


Note: Users can be added later if not set up yet (see the knowledge article: Adding and Editing Users for more information). They can also be added to an office when creating a new user.



To edit an office, select the relevant office so it is highlighted in blue and click the Edit button. From here you can update the name of the office as well as add or remove any users. Click Update to save the changes.



The Teams screen is very similar to the Offices screen, in that you will be taken to a list of current teams. To add a team, simply click the Add button. A popup will allow you to name your team and add any relevant users. In addition, you can also select a primary office for the team.



To edit a team, select the relevant team so it is highlighted in blue and click the Edit button. From here you can update the name of the team, it's primary office, as well as add or remove any users. Click Update to save the changes.



Next article: Adding and Editing Users



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