Specialisations and multi-factor authentication
Hi everyone,
Two new things in this release, plus one small one you have been asking for. Specialisations let you group matter types into the areas your firm actually reports on, multi-factor authentication is now available for firms that want it, and targets can now be given a custom name.
Specialisations
Not every firm is built around teams. Plenty of firms think and report in areas of specialty — corporate, wills and estates, family — where the customers are different, the leaders are different, and people move between areas as work demands. Reporting on individuals doesn’t capture that, and neither does a team structure. Specialisations let you group matter types into the areas your firm actually runs on, and then split your reporting by them.
- Create a specialisation in Company Customisation → Specialisations: click + New specialisation, name it, then drag matter types into it.
- Split reporting by specialisation on the Company Dashboard and the Estimation dashboard, with more reports to follow.
- Specialisations sit alongside teams rather than replacing them — a firm can use either, or both.
A specialisation is defined by matter types, not by people. Each matter type belongs to one specialisation only, so the set of specialisations divides your matter types rather than overlapping them. A staff member’s work lands in whichever specialisation their matter types belong to, so there is nothing to maintain when people move between areas.
Multi-factor authentication
Multi-factor authentication is now available and can be switched on for your whole firm. An administrator enables it in Company Customisation, under Sign-in security, and from that point every login is verified with a code sent by email.
- Turn MFA on at firm level in Company Customisation → Sign-in security — administrator access required.
- Once enabled, a code is emailed on every login, and the staff member enters it to complete sign-in.
- MFA applies to everyone in the firm. There is no per-person opt-out.
Enabling MFA is a firm-wide decision. Turning it on signs out everyone currently using Workzilla, including you, and they sign back in with an emailed code. From then on a code is required at every sign-in, staff cannot opt out, and there is no trusted-device option. Worth telling your people before you turn it on rather than after.
Custom target names
Small one, but a lot of you have asked for it. Until now a target was labelled by its rule, which is precise but not always what you want people to see. You can now give any target a name of your own.
- Name a target whatever makes sense to the people reading it, instead of showing the underlying rule.
- Leave the name blank and the target is named automatically from its rule, as before.
- Use it to keep the rule out of view where the calculation isn’t the point.
- Use it to mark a target’s purpose — for example, naming one “For admin purposes only” where it exists for reporting rather than as a KPI.
Custom target names came straight from your requests, so thank you for those. As always, tell us what you want next — specialisations in particular have more places they can go, and what you ask for shapes where they land.
Tom