Add a staff member as a Smokeball user

Add a new user 

1. Select Add New under the Staff & Users section. 
2. Enter the new Smokeball user's information. The minimum requirement is to enter their name and email address. 
3. Select Enable Smokeball Access for this user otherwise they will not be able to log in. 

   Important Note: The new user will receive an email with instructions to set up their password after you select Enable Smokeball Access for this user. The email address entered in Step #2 will serve as the staff member’s Smokeball username.

4. Switch to the Billing tab at the top of the window and set their default hourly billing rate.
   

Smokeball will pick up the following information from the staff member’s details when populating fields in places such as precedents and letter signatures: 

Staff Tab:

• Name: Enter the full legal name as this will populate the signing fields in documents 
• Initials: This shows up in matters to show who has completed certain tasks 
• Contact Details: This will populate in relevant precedents and containers 
• Role: Enter the role that displays under the user’s name when signing

From Billing Tab:  

• Hourly rate: Enter the default billing hourly rate for this user if applicable. This amount will be the default rate applied to all timed fees, however it can be changed for different scenarios or at the time of creating a fee entry. 
• Annual cost*: Suggestion is annual salary + 10%. Smokeball will use this amount to calculate the profitability of matters based on amount billed v staff cost to the firm.
  *Only a firm owner, or other user authorised by the firm owner can see the annual cost and profitability reporting. 

Select Save once done, then select Yes when you’re asked to confirm adding the new user. 

Edit an existing user

Double-clicking on a user's name will open the Edit Staff Member window for you to make any changes. Remember to select Save to reflect their changes in Smokeball.

Remove staff or user access from Smokeball

You can revoke access to staff and users who have left the firm by marking them as Former Staff on their details card.

Next Steps

The new user can now access Smokeball by: 

1. Locate email from Smokeball and follow the link to set their password
2. Open Smokeball
3. Enter username
   This is their email address entered above 
   
4. The new user must enter the password they created after receiving their set-up email.