Setting up your Account

After creating your FamilyProperty account, you may wish to give other staff members access including solicitors, paralegals or admin/support staff. This enables each user to log into FamilyProperty using their own email address and password. Note: a per user per month fee applies. To add your te

From time to time you may need to change the credit card details we have on file. This can be accessed from the main menu under “Account” and selecting “Settings”. 1. Click on “Subscription & billing…” to open the settings: 2. Click on the “Update details” button to update the credit card form.

New to FamilyProperty? This short video takes you through a few simple steps to set-up your account, including adding your logo as well as customising emails and other client contact points. FamilyProperty - Getting Started

Follow these simple steps to confirm your firm/practice's name and upload your logo and have it displayed on the FamilyProperty homepage and in invitation emails. Anyone with 'Admin' access can do this: 1. Click on 'Account' in the main menu, then 'Settings' 2. Confirm your Firm name and edit

Admins for the account are able to review the email settings as well as the invitation to the client to complete the questionnaire as follows: 1. Go to Account > Settings in the main menu bar and click on 'Email Settings' 2. The following options are shown allowing you to review the reply

Provide your own custom template containing your header and/or footer so that FamilyProperty reports look professionally branded with your logo or letterhead. To do this, Account Admins need to go to 'Account' in the main menu > Settings and click on 'Templates'. You will need to download our de

Once you have added your staff or team as Admins, Users or Viewers to your account, the next step to consider is who should have access to matters. Anyone that creates a matter is the owner & admin for the matter, however access for other staff members can be given manually or automatically through