Managing Roles

Before this can be done, one of your admins will have needed to add licenses to the new User and set up their email address. If you don't find the user that you're looking for during this process, see your admin about first adding them to the General Platform.

Once added, however, the user will need to be added to the correct Environment and given access to the various Curo365 Solutions. To do that, first click the Cog on the top right and choose Advanced.

Next, click the Settings dropdown and choose Security

Finally, click Users.

Here, you may see an alert at the top of the screen that says that some users lack specific roles. That’s fine, as that’s what we’ve come here for! Choose the New User

And click Manage Roles at the top of the screen.

On this screen, you’ll need to choose the Roles that you need for the new User. All users will have the Curo Legal User Role, but some will need the Admin User Role or other Roles, as well. For questions regarding who should have access to what, see your System Administrator. Once finished, click OK.

After adding their Roles, you'll also need to add a Resource Type to their User Profile. The Resource Type tells them system what Rates and Billing options to access when the User goes to Bill their time on a Matter on which they're working. For a Guide on Resource Types, how they work, what they do, and how to create them, click here.

Find the Resource Type field and enter what you need.

Finally, click the small Save option on the bottom right to finish this portion of the Configuration.

Adding the New User to the Business Center

For this last portion, we’ll need to add the new User to the Business Center so that they have access to the Matters and other items created within that Business Center. Back in your Curo365 Environment, choose the Business Center Entity on the left side of the screen, under the Administration subheading.

Select the Business Center to which you’d like to add the New User (usually, there will only be one from which to choose)

In the Users section on the right side, click the Ellipses and choose Add New User.

Here, you can type in the name of the New User, click them

and then click Save & Close.

Now this User is added to Curo365 and the Business Center and can start contributing to the team!

SharePoint Users

In the event that your Firm is using a SharePoint connection to crab your files, you will also need to add them to the SharePoint Site as a User if they are going to be able to access your SharePoint folders within Curo365.

In order to do this, you'll need to go to your actual SharePoint Site and add them as a User there. To find your SharePoint Site, begin by clicking the Advanced Find icon in the top right of your screen.

Next, click the Dropdown and set it SharePoint Sites, and then click the red exclamation mark that says Results.

This should only return one result, so click the URL to navigate to the SharePoint Site. As with most aspects of this Guide, this can only be done by an Admin, so if you're taken to where you expect to go, check with an Admin and have them do it for you.

At the top right of the screen, click the option that says Share.

And finally, type the User's name and let the system look for the correct User.

Once you have the right User, click Share and you're all done!

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