How to allocate an assistant for a lawyer

Modified on Tue, 21 Jan at 3:27 PM

When an assistant is set up for a particular lawyer, it is possible to choose to have Settify invitations come from either the lawyer or the assistant.


1. From your Settify admin dashboard, click on 'Team' on the left-hand side.


2. Locate the lawyer you wish to assign an assistant to OR create a new staff member if the person is not listed by selecting:


3. When you have the lawyers profile, click 'edit' on the right-hand side of their profile:



4. Scroll to the bottom of the page to the 'Configuration' section:



5. Please then select 'Add assistant' which will bring up a dropdown menu of assistants and lawyers to select from:



6. When you have selected the relevant person to assist, please click 'Save' to ensure the update takes effect:





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