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Assisterp Help Center

Assisterp Help Center

Use this help center to set up your firm workspace and help team members start daily work in Assisterp.

Set up your firm

Section titled “Set up your firm”
  • Getting Started: sign in and choose the first setup tasks.
  • Firm Setup: complete the Organization settings that affect your firm workspace.
  • Employees and Roles: add employees, create custom roles, and manage permissions.
  • Settings: find the right settings area before changing firm-wide defaults.

Starting daily work

Section titled “Starting daily work”
  • First Day in Assisterp: sign in, check the dashboard, and find the main work areas.
  • Clients: find, filter, sort, import, and export client and contact records.

Reference

Section titled “Reference”