Master Settings in Counsel Exchange

by Michael Nadeau Updated on May 15, 2026

In Counsel Exchange, the Client and Master Settings views provide you with different features. This guide explains how to switch between the two and what you can do in each.

Switching Between Client and Master Settings

Use the top drop-down menu to switch between Client settings and Master Settings.
The Master Settings (Timekeeper Profiles and Settings) option will be at the very top of the drop-down menu. Use the Offices drop-down menu to switch between offices.
Master Settings
Within Master Settings, you can:
- View, adjust, and add timekeepers
- View, adjust, and add users (admin users only)
- Manage account settings (admin users only)
- View clients
- View and adjust offices (admin users only)
- View, adjust, and add supported currencies
- Access the Support function

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