Introduction
The LegFi HQ Basics training video provides essential guidance for new HQ admins, covering everything needed to effectively manage LegFi accounts at a foundational level.
Audience
This video is ideal for new LegFi HQ users with Admin permissions or outgoing staff members preparing to train incoming admins on essential topics.
Topics
- Dashboard
Learn about the widgets on the Dashboard
- Viewing and Accessing Linked Organizations
Learn how to view the organizations linked to your HQ account, and how to switch into their LegFi accounts.
- Invoicing Members and Organizations
Learn the difference between invoicing individual members vs organizations, and how to add new invoices. Additionally, learn how to review outstanding invoices about the options you have under the actions column.
- Review Payments
Learn how to review incoming invoice payments and where to issue refunds if necessary.
Video