User / Role Management
How Do I Change a User's Details when their Microsoft 365 Details have Changed?
To change a user’s details, the user must: 1. Click their username in the top left corner. 2. Click Personal settings. 3. Click ‘Sync from Office 365’, under Account. The user’s details will automatically sync to Thread. However, their initials must ...
Changed / Updated initials in Thread
Should you wish to change yours or another users initials in Thread, this can be done if you have access to Users in Team Management. Select yours or the user that you want to update the initials and click edit. Change to your preferred initials and ...
Roles & Permissions - Admin
In the Roles & Permissions section of Thread, you can grant user permissions and access to functions within Thread based on their role in the organisation. Some permissions that can be assigned to roles include: -Access to other users’ information. ...
User Management
Thread users can perform varying functions depending on the roles and permissions given. By default, all users can create, edit, view, and delete matters, and view and edit matter documents. However, you can grant and restrict the permissions of ...
Thread License Allocation
As per the terms and conditions agreed when purchasing Thread user licences, all Thread users must have a Thread license. Thread will be enforcing this requirement in the coming months, and all users will need to ensure their individual users within ...