This material is structured for members serving in an Admin role within Prevail. Once the account is set up properly, consider the Staff Member Plan as your next step in the training process.

Whether your firm is new to Prevail and setting it up, verifying it was previously set up correctly, or you are new to the role and are seeking training, welcome. We’ve got you!

Admin Training #1 (Setup)

Topic

Link to Video

Employee Setup

E-Training 79: How-To Add Employees

E-Training 85: How-To

Training Material Link Instructions and Video Link	Direct Video Link
1.	Employee Setup Tab	Employee Setup (Add Employee) Delete Employee/User
2.	Security Group Setup	Security/Group Setup: Adding Security Groups, Employee Types/Security
3.	Control Panel

How to Download

(Updating Prevail)	Downloading Prevail Updates
4.	Law/Case/Contact Type Setup

How-to

Modifying Law Type Settings

How-To Create

Creating a New Contact Type
5.	Modifying Lists in the Databank

How-to

Modifying Lists in the Databank
6.	Adding Firm to Contacts	Adding Firm to Contacts

Great! Now that you’ve done the initial setup of your Prevail, you’ll focus on the Staff Training curriculum before returning to back here for Admin Training #2.

Click here for Staff Training #1

Click here for Staff Training #2