Staff Groups Here, you can define groups to assign Staff members to for easier administration of access to calendars, matters, and events. To define a group, click the Add (+) icon at the bottom left of the list view and enter a Staff Group and description.…

Staff Members To add a staff member, click the Plus icon at the bottom of the screen (illustrated above) to input each Staff member. From here, you can define their login name and full name, as well as their division.

Staff Permissions From the Staff Members form, you can either double-lick a staff member or click Edit while they are selected to access the Staff Permissions screen. Here, you will be able to define the user's password and access rules. Access Restrictions…

Workflow Automation (1.8.1+) Workflow Automation is achieved through Triggers. They are a powerful addition to HoudiniESQ which allow you to extend the functionality of the application. They allow you to create new Events, Matters and Alerts based on certain…

Workflow Overview The California Department of Fair Employment and Housing (DFEH) has selected Houdini ESQ, a commercially available off-the-shelf cloud based product to replace their aging Case Management Information System, On-line Appointment system and…