Prevail User Knowledge Base

E-Training*: Add Employees

Owned by Chris Phillips
Last updated: Sept 12, 2023 by Kyle Higgins
2 min read

This section covers adding users to an account in Prevail.

Click link below to view video instructions.

Video Link: Add Employees

A user is an employee of your firm. Each user has a unique login so that Prevail can track their activity in the program. Warnings, reminders, system messages, appointments, etc., are all directed to specific users, so it's important that each user log in to Prevail using his or her own unique user name.

Prevail is licensed by a concurrent user. Therefore, you may create as many users in Prevail as you wish. The number of licenses you own determines how many of those users can be logged in at the same time.

NOTE: This feature is reserved for users with “Add, Delete, Edit, and View” access to the Employee Security section.

Instructions

  1. Click Administration > Employee Setup.

  2. Click ‘Add’ on the left side of the window.

  3. Enter a login name for the employee.

    1. Name will appear in all caps

  4. Complete the following fields:

    1. Login is required. The rest is optional but encouraged for automation in documents later.

      • Date Hired 

      • Salutation 

      • First name 

      • Middle name 

      • Last name 

        • Name does not show as required, but it shouldn’t be skipped.

      • Suffix 

      • Initials 

      • Branch Office 

      • Professional Title, Bar Number, and Rate (if applicable) 

      • Mailing Address (employee’s personal mailing address, not the office address) 

      • Nickname

      • Social Security Number

      • Date of Birth

  5. Click on the Security tab at the bottom of the window.

    1. On this tab, choose what type of access, if any, the employee has to these specific areas of Prevail:

      • Control Panel Security

      • Databank Security

      • Document Setup Security

      • Employee Security

      • Firm Log Security

      • Process Builder Security

      • Query Manager Setup

      • Questionnaire Security

      • Questionnaire Setup Security

      • Report Security

      • Report Designer Setup

      • Contact Setup Security

      • Trust Account Security

      • Contact Consolidate Security

      • Dashboard Security

      • ERE Security

      • Allow Report/Grid Export (checkbox)

  6. On the Security tab, you will need to attach the employee to the appropriate group(s) and choose their level of access in that group. (For more information about security groups, see How-to Security/Group setup: Adding Security Groups, Employee Types/Security).

Note: If using an Exchange server, you will set up the sync on the Sync tab. If you do not use an Exchange server, your users can still use the Outlook Sync, but will configure it under the File > User Settings menu. For more information, see How-to Calendar Sync

  1. Click on the Notes tab at the bottom of the window. If desired, enter any miscellaneous information about the employee. Highlight important information in a panel like this one. To edit this panel's color or style, select one of the options in the menu.

  2. Click, Save.

Note: For this employee to appear in Prevail, you will need to restart to implement the changes you just made.

 Related articles

Deleting User Accounts, User Settings

Training Plan for Prevail 6-9 Upgrade

Video 2 - Deleting Employee / User

Admin Training #1 (Setup)

Video 2 - Delete Employee/User