Assigning Fee Earners to Branch/Departments

Zenya Allen
Zenya Allen
  • Updated

The steps below outline how to assign a Fee Earner to a Branch - Department so you are able to select them when in an Information record.

  1. Click Defaults on the main toolbar
  2. Click User Defaults on the dropdown menu
  3. Click Branch, Dept, Fee Earner
  4. Click on the Assign Fee Earners tab
  5. If you tick View Agency Default, you will see that all Branch - Dept have been assigned to the default Agency, Fee Earner. This can be unticked once you have completed one assignment
  6. Click on the next available line in Fee Earner
  7. Click on the dropdown menu and select the Fee Earner you want to assign
  8. On your keyboard, press Tab to move to Branch - Dept
  9. Click on the dropdown menu and select the Branch - Dept you want to assign
  10. Repeat these steps until all Fee Earners are assigned

When you next open Assign Fee Earners, you will see that View Agency Defaults isn't ticked and the Fee Earners appear next to their assigned Branch - Depts. To see any outstanding Agency linked items again, tick this box again.