Settings
- How can I set business rules for my organization?
- How can I manage feature access for my organization?
- How do I create and manage my organization's Matter Intake Forms?
- How do I manage the Request Tracking Section form?
- How do I create and manage our group's custom fields?
- Groups and Teams: FAQ by Feature
- How do I create and manage my group's teams?
- How can I add and manage user accounts in my group?
- Settings - How To
- How can I turn on the AI Smart Scoping feature?
- How can I centralize and manage Terms & Conditions for my group?
- How can I turn on Proposal Analyzer for my organization?
- Can I add External Collaborators and Consultants to my Organization's Account?
- Can I invite a firm user with an email address on a public domain to my request?
- How can I configure the Diversity settings for my organization?
- How do I manage my email notification preferences and profile details?
- What are the different client user access roles and permissions?
- How can I view or change my permissions and access roles on PERSUIT?
- What are custom tracking fields and how do I manage them?
- How can we set rules and governance around scorecards and selection criteria in PERSUIT?
- How do I prevent my users from copying legacy requests?
- How can I change the password to my account?
- I use PERSUIT to engage outside counsel but I’ve been invited as a vendor to participate in a request. How can I find the request I’ve been invited to?
- How do I customize the unsuccessful proposal email notification that's sent to my firms?
- How do I manage requests to join a new team?