Note: Have your account administrator confirm your account is set up properly before you use the application.

Your account administrator may need to modify your user-defined settings before you can view Firm Settings.

Access Firm Settings

To access Firm Settings:

  1. From the toolbar, click your Profile icon.
  2. From the drop-down, select Setup.
  3. From the Setup left navigation, click Firm Settings.

The Firm Settings screen opens, displaying tabs atop the screen.