How do I grant access to other users?
As Office 365 administrator for your organization, you need to do one additional step to give your colleagues a license to Matter365.
Go to the Main Settings (gear icon in top right corner of the Main Dashboard), select Licenses, and click Grant access to all users.
action will give consent to Microsoft to let Matter365 app read Office
365 on behalf of other people in your company. It is a standard consent required for all third-party applications that connect to Office 365.
It will launch an Office 365 sign-in page and once signed in, you will need to click “Accept”. After this confirmation, you will need to go back to the Main Settings -> Licenses to add your colleagues.
Click “Add license” button and select people from your company you would like to assign licenses to.
You can use the same page to add licenses to other people from your organization.
Make sure you have purchased enough licenses for all the users you are setting up. On this page you can see the number of available licenses, and if you need more, you can get them by visiting Matter365 Settings > Billing Portal.
members of your firm with active “Billing manager” permission will be able to access the billing portal. Permissions can be set in Matter365 Settings > Permissions.
Manage Users on a Matter
Manage Users You can choose to add a user to all matters. This option is available only for the tenant admin. You will find this option under Settings > Manage users: Select the User, the role they will have (Owner or Member), and to which matters ...
Roles and Permissions
To open the permissions page, click on the gear icon in the top right corner of Matter365 to open application settings, and from that page, choose Permissions. Opening permissions page from Matter365 app settings This page will show all users from ...
May 2020 Update
01.05.2020. Solved the problem of multiple users from the same company needing QuickBooks access. In Matter365 settings -> Permissions you will find 2 separate roles: Permissions page can be opened only by users with "Permission Manager" role ...
September 2020 Update
07.09.2020 Accessing client's Contact Details from the matter dashboard. Now you can easily access your client's Contact details by clicking on their name in the Matter dashboard. By clicking on Contact Details you will be re-directed to their ...
In order to enable template management feature, Office365 admin for your company needs to navigate to Matter365 app settings and select Enable templates link. Matter365 app settings After doing so, in Matter365 app settings there is a new option: Go ...