Quick Start 001 - User Management in Sharedo
Learn how to set up internal and external users in the product
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Learn the basics of Clio Operate configuration
Learn how to set up internal and external users in the product
Learn how to create teams in sharedo
Learn all about permissions and security in the product
Get a visual overview of some of the capabilities of the sharedo modelling tool
Learn how to create work types in the system
Learn how to create and manage a service portoflio
Learn how to set up and configure participants involved in your work
Learn how to create a phase plan for your work to show how your work is progressing
Learn how to setup and track important dates in the system
Learn how to create your own forms within sharedo