In this webinar we will be covering the MyAdmin module. This is the stage 1 of our onboarding as it involves setting up your license, importing clients, contacts, and users and setting up the firm wide AML.

The session will cover the setup and the use cases of this module, we will also cover user roles within the system.

Tips:

Use the data validated sheet to cross reference and format your data prior to bulk import.

Split your clients into entities and upload for easier data management.

Link your clients and contacts so your experience with Practice Management is as designed.

Saving your changes in all the sections.

Details About the Webinar

About the Speakers

1738675979-486b7fb9a6c9e4f5 Surya Dinavahi
Customer Success Lead


1738675982-3978d5d022c50b11 Kaltrina Hoxha
Customer Success Executive


1738676193-e19ac72216391aa3 Chandini Pradeep
Customer Success Executive


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