Get started with Verity — Firm administrator
As a firm administrator, you control who in your firm can use Verity and what knowledge it draws from. Before your team can start using Verity, you need to enable access for each user. You can also set up firm-managed knowledge bases to give Verity access to your firm's methodology, guidance and other internal content.
Complete the following tasks to set up Verity for your firm:
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Enable access to Verity for your team
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Create firm-managed knowledge bases (optional)
Note: After enabling or disabling access, affected users or group members must refresh Cloud in their browser to make the changes visible in the Cloud menu.
To update or modify a knowledge base after creation, see Edit firm-managed knowledge bases.
What's next
Once you have enabled access and set up knowledge bases, your team is ready to use Verity. Share the following resources with users to help them get started: