This material is structured for members placed who serve in an Admin role in within Prevail.
Whether your firm is new to Prevail and setting it up, you’re verifying it was previously set up correctly, or you are new to the role and are seeking training, we’ve welcome. We’ve got you!
Admin Training #1 (Setup) | |
Topic | Link to Video |
Employee Setup | |
Security Group Setup | Security/Group Setup: Adding Security Groups, Employee Types/Security |
Control Panel | |
Law/Case/Contact Type Setup | |
Databank | |
Update Branch Office | |
Adding Firm to Contacts | |
...