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 ...
Popular Articles
Thread Development Roadmap
2nd May 2025 Dear customers, We are delighted that Thread V3 has been rolled out successfully to all our customers on 24th February 2025. This major version update was a part of a larger scale plan to provide an easy-to-use system that will help you ...
Thread V3 Release Notes 24th February 2025
Release Highlights New User Interface Streamlined interface for ease of use, with fewer clicks. New ‘To Do’ section, combining outstanding tasks, phone calls and documents for review. One easy place to plan and complete your workload. More focused ...
Add ins "Missing" on Outlook
Check the version of Outlook if on 32 bit. From Outlook click File Select Office Account then click About Outlook. The version will then be shown as highlighted below. If it is on 32 bit, Go to this file path C:\ Program Files (x86) \ eXpd8\ ...
Mark a Contact as 'Primary Client' on a Matter
You may want to make a contact, or company (if that company has no contacts) the primary client of a matter. When generating bills, the bill will automatically be assigned to the primary client of a matter. You will also be able to pull reports for ...
Deploying the new Outlook Office Add-in - IT providers
To deploy Office Add-in you must have Global Administrator Role Permissions or equivalent. Step 1. Login Login to the Office 365 Admin Centre - https://admin.microsoft.com/ Step 2. Admin Page Click on the Settings Option in the Left Menu Step 3. Apps ...