Fixing report discrepancies by connecting a high-access staff member

How to invite a high-access staff member and connect their PMS credentials to resolve report discrepancies in Workzilla.

Set up the Actionstep daily data extract

How to enable the Actionstep daily data extract and connect it to Workzilla for more precise data syncing.

Offboard a staff member

How to remove a staff member’s access to Workzilla when they leave the firm, while keeping their data available for reporting.

Configure matter referral types

How to tell Workzilla which Actionstep matter relationship types indicate a referral, enabling referrer reporting across your firm.

Set up working days for a staff member

How to set employment status and working days for a staff member in Workzilla.

Add a charge-out rate to a staff member

How to manually add or update a charge-out rate for a staff member in Workzilla.

Add a salary to a staff member

How to manually add or update a salary for a staff member in Workzilla.

Remove a seat

How to reduce the seat count on your Workzilla subscription.

Invite a staff member to Workzilla

How to send a Workzilla invitation to a staff member and confirm they have access to the system.

Configure user permissions

How to set menu access and data visibility for a staff member in Workzilla.