Settings

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Leo is highly customisable. From the Settings page, you can configure and control Leo to meet your firm’s needs - and fine-tune the system whenever you need to. This might include adding new users, changing users’ permissions or creating new report templates. You can make your Leo environment exactly how you want it to be.

Leo’s default configurations ensure that only people with higher level permissions have access to functionality on the Settings page. This is due to the sensitive nature of the information on Leo, and the strictly regulated scope of adjustments that any firm can make.

Other Leo users will only be able to click on modules that they are permitted to access, and will not be able to customise them.

Here are the steps to customise a module if you have the appropriate permissions:

• From Home, click on the Settings button on the left-hand toolbar
  
• You’ll land on the Settings screen, with icons for the features you can access (see image below)
• To configure or edit a particular feature of Leo, click on the icon and follow the steps that appear.