Setting up your Account

Account Administrators can add unlimited users to the account at no extra cost, enabling each user to log into FamilyProperty using their own email address and password. To add your team , follow these steps: Click on 'Account' in the main menu, then 'Users' Click on 'Add' and fill in the fields, en

To review the email inviting the client to complete the questionnaire, go to Account > Settings in the main menu bar. Click on 'Email Settings' and review the reply to email address, the from name and add your desired footer text. Click on 'Email - Invite to Questionnaire' to edit the body of the e

Follow these simple steps to 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. Click anywhere in the 'Firm Logo' field to then browse to upload your file 3

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

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”. Then, click on the “Subscription & billing…” heading to open those settings: Now click on the “Update details” button under the “credit

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.