NOTE: Some items discussed in this help article are add-ons for Lead Docket and need to be purchased separately. Contact your Account Manager at Filevine for more information.
In this article, we will be discussing all items that Administrators have access to in Lead Docket and how to manage these items.
To watch our narrated video on this information, click here.
As an Administrator in Lead Docket, you will have access to everything. This includes the following items in the main menu:
- Automation Rules (Lead Docket add-on)*
- Case Types
- Custom Fields
- Document Templates
- Import
- Integrations
- Lead Forms
- Lead Sources
- MailChimp Rules (Only applicable if you have MailChimp integrated with Lead Docket)*
- Message Templates
- Offices*
- Phone Numbers*
- Referral Sources
- Roles*
- Severity Levels*
- Statuses*
- Task Templates
- Tags
- Users*
- Webhook Rules (Must be enabled through your Lead Docket Settings)
- Settings*
*Items with an asterisk are items only available if you have FULL access to Lead Docket. These permissions cannot be granted individually per user
Comments
0 comments
Please sign in to leave a comment.