Danalix Application (App) Users & Staff Users

Danalix gives you the ability to add and/or invite other users to use the application. Users can be added as a: “Staff” and/or “a Danalix Application User.”

The number of users you can add and/or invite to Danalix application will depend on your subscription plan.

Who Can Use The App User & Staff User Feature

Only Admin user(s) with access rights to this feature can add and invite other people to Danalix application.

About App Users

You add an app user so they can also use Danalix application to manage their day-to-day tasks relative to their legal practice such as creating client, matter, activity, billing, invoices, etc.

The app user feature is available on all Danalix subscription plans. However, the number of users you are able to add is based on your subscription plan.

How to Add an App User

Go to:

Administration sidebar navigation> App Users & Staff tab > Users sub-tab > Create User button> on the “Add User” pop-up screen, enter all the necessary information and click Send Invite.




While adding a new user, you are able to setup features such as payroll information. You can also create an app user with an assigned Role such as: Lawyer, Clerk, Admin Assistant, etc.

To assign a role to an app user, you will have to create the Role ahead of time using the “Staff Type” feature located under the “Settings” feature.

To create a Role, go to: Administration > Settings tab > Staff Type.

In order for the user to get access to the application, you have to send an“email invite” to the user to activate the invite. Use the “Send Invite” button to do this.

In response to the email invite, the user will also have to activate their access. Once it has been activated, the user will have an active status access to Danalix application.

If the user does not activate their access, their access status will remain “Pending.”

Once a new user is setup, you are able to perform related actions such as:

• Update user information
• Add overtime work information
• Add vacation and sick days information
• Suspend user account
• Delete user account

How to Update an App User Information

Once an app user is added, you have the capability to manage their information such as: updating their individual information.

To update an app user information, go to:

Administration sidebar navigation > App Users & Staff tab > Users sub-tab > locate the User from the list of users displayed > Actions menu > Update.

How to Delete an App User

Go to:

Administration sidebar navigation > App Users & Staff tab > Users sub-tab > locate the User from the list of users displayed > Actions menu > Delete.

How to Log Overtime of an App User

To log overtime, go to:

Administration sidebar menu > App Users & Staff tab > Users sub-tab > locate the User from the list of users displayed > Actions menu > Overtime.

How to Log Vacation And Sick Days of an App User

Go to:

Administration sidebar navigation> App Users & Staff tab > Users sub-tab > locate the User from the list of users displayed > Actions menu >Vacation/Sick Day> from the pop-up window, you can log vacation information such as overtime rate, vacation sick leave rate, vacation date and more.

About Staff Users

You add Staff users to help manage Human Resources tasks such as “Payroll.” A staff who is added to Danalix is not necessarily also an App User of Danalix application.

At this time, you have the capability to add unlimited number of Staff users to Danalix.

Who Can Use This Feature

Only Admin user(s) with access rights to this feature can add staff users for the purpose of Human Resources tasks management.

How to Add New Staff User

To add new staff, go to:

Administration sidebar navigation > App Users & Staff tab > Staff sub-tab > Create Staff button.

Enter all the necessary information such as: name, role, billing rate/hour, marital status, user type, and payroll type.



Noteworthy: You can create a Staff with an already defined Role such as: Lawyer, Clerk, Admin Assistant, etc.

You will have to create the user Roles ahead of time using the “Staff Type” feature located under the “Settings” feature.

To create a Role,go to: Administration > Settings tab > Staff Type sub-tab > Create Staff Type button

How to Update Staff User Information

To update staff information, go to:

Administration sidebar menu> App Users & Staff tab > Staff sub-tab > Actions Menu > Update.

How to Delete Staff User Information

To delete staff information, go to:

Administration sidebar menu > App Users & Staff tab > Staff sub-tab > Actions Menu > Delete.

Updated on: 05/09/2023