Resource Types in Curo365 are a way of delineating the position of a User in your Business Center. Is your User an Attorney? Paralegal? Office Manager? What is the hourly Rate of this individual performing Tasks at your Firm? All of this is encased in a Resource Type. User in Curo365 need to have a Resource Type applied to them, so this Guide will show you how to do just that, but if you need to create new/more Resource Types, follow this Guide here.
Roles in Curo365 can be boiled down most often to Levels of Clearance within the system. Most of the time, there will only be Admin Roles or Law Roles (a more basic User with less access to the financial end of Curo365), but you could create custom Roles with Custom levels of Access. For the purposes of this Guide, we’ll show only the most basic Roles and how to assign them to your Users.
To get started Configuring your Users, look at the top right of your screen, in the black Action Bar - click the Cog and choose Advanced Settings.
Next, click the Dropdown on the top of screen for Settings and choose Security.
Next, click the Users option.
Roles can be done en masse or individually. For en masse, check all that you want and click Manage Roles, then scroll down to the portion on Assigning Roles and follow those steps.
But for an individual and for Assigning Resource Types, click a single User.
To assign the Resource Type, click the Magnifying Glass shown below and choose the Resource Type from the list.
Next, to Manage the Roles of the User, click Manage Roles at the top of the screen.
For starters, be sure that all of the Curo365 options are checked (unless you or an Admin has decided otherwise).
System Admins can make all of the changes that we’ve discussed in most of these Guides, so if you’d like a User to be a System Admin, scroll down and check that option as well. When finished, click OK.
Again, these Roles could have been assigned en masse in the previous page.
When finished Configuring your User, click the tiny Save button on the bottom right.
And finally, click the X on top right to go back to list of Users.
Rinse and repeat!