Firm360 Admin Setup Guide: Users, Permissions, Settings & Integrations Explained

Want full control over your firm’s operations in Firm360? This video walks you through the Admin section—the control center for your entire system.

From managing users to customizing workflows and configuring integrations, this is where your firm sets the foundation for scalability, security, and efficiency.

In this tutorial, you’ll learn how to:

-Manage users, roles, and permissions across your firm
-Control access, reset passwords, and handle employee offboarding
-Configure firm-wide settings and personalization options
-Customize workflows, templates, and fields to match your processes
-Set up integrations with your existing tools
-Enable and manage online payments with Stripe (credit card & ACH)

You’ll also understand how thoughtful admin setup directly impacts team productivity, data consistency, and client experience.

👉 Pro tip: Standardizing workflows and permissions at the admin level is one of the fastest ways to scale your firm without adding operational complexity.

If you're an admin or firm leader looking to optimize operations and fully leverage Firm360, this is essential viewing.

To learn more about Firm360, check us out at www.myfirm360.com

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Видео Firm360 Admin Setup Guide: Users, Permissions, Settings & Integrations Explained канала Firm360