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Edit your profile

Your profile includes information used throughout the application. If you're an attorney, this information is part of our Worldwide Directory of Firms and helps companies find and new engage outside counsel.
Every Tracker user has a user profile, which contains contact information and other related information relevant to their activities in Tracker. It is important to keep this information current. Your user profile is where you add information such as your title, contact information, and professional information about yourself, such as your license number or professional organizations.

View or edit your profile

  1. Click the (Account) icon in the left navigation.
  2. Click Profile.
  3. Update your user profile information.
    1. User ID - Displays your user ID.
    2. Email - This is a read-only field that shows your primary email address. You can have up to 3 email addresses. Only 1 email address can be designated as your primary email address.
    3. First, middle, and last name - Add or update information in these fields to update your name as it appears in Tracker.
    4. Title - Add or update your job title.
    5. Company - The name of the company you work for.
    6. Office/Region - Select the office or region of your primary office.
    7. Street 1, Street 2, City, State, Zip/Postal Code, Country - Your office address information.
    8. Locale - If this field is enabled, you can select your preferred Tracker language. The following language pack subscriptions are available: French Canadian, French, Spanish, Chinese, and Japanese. Law firms have access to all available language pack subscriptions. Companies that want to add a language pack subscription should contact Support.
    9. Date Format - Select the date format. Tracker supports date formats that are commonly used with supported locales and language pack subscriptions. Dates display in your preferred format regardless of how they are entered in Tracker. The only exception is when you a .csv file is exported. In an exported .csv file, the dates are always in US standard format.
      1. mm/dd/yyyy - US standard format.
      2. dd/mm/yyyy - European standard format.
    10. Number Format - Select the number format that displays in Tracker. Tracker supports number formats that are commonly used with supported locales and language pack subscriptions. For example, you can select the standard US date format that uses a comma to separate thousands, or an international format that uses a space or decimal point.
    11. Phone - Select the type of phone from the drop-down list then enter your phone number. Click Add phone and select a type from the drop-down to add a phone number. You can define a maximum of seven phone numbers.
    12. Miscellaneous - Enter any miscellaneous notes about your account.
    13. Practice Areas and Practice Area Detail - Select the check box next to each area of law you practice and enter any additional information or details about the area(s) of law you practice.
    14. Outlook Add-in Matter Defaults - If you are using Tracker for Outlook, you can define default values that will be created when users create new matters in the Tracker for Outlook add-in.
  4. Click Save & close.

Change your primary email address

Enter your new email address in the Email field.
If you change your primary email address in your user profile, you will be signed out of Tracker automatically. Tracker sends an email to the old email address and to the new email address. Changing your primary email address will reset your Tracker account password. You have the option to include up to three email addresses. Your primary email address listed in your user profile is your Tracker account user ID.
Tracker then resets your password and randomly generates a new password. The new password will be sent via email to the new email address that you specified. No email is sent to the old email address.
When you sign in using the new password, Tracker requires you to enter a new password. You cannot reuse any password that you used in the last 12 months.

Add additional email addresses

You can define a maximum of seven email addresses. To add an additional email address, click Add Email and select an address type in the drop-down.

Add or update your contact information

You can update information such as your name, address, phone number and firm information on the profile page.

Select your language

On the profile page, select your preferred language in the Locale field.
Most non-configurable elements of the user interface will be translated into the language you select, including:
  • Menus
  • Links
  • Top labels
  • Standard section names
  • Standard field labels
The following are not translated:
  • Content provided or uploaded by users
  • Custom field labels and section names
  • User-defined text
  • User-defined menu choices in drop-down lists
  • Help system content
  • Downloadable user guides

Enter your professional information

If you are an attorney, your user profile information will be displayed in the Tracker Worldwide Directory of Firms, a searchable directory that is available to all company users on Tracker. Because thousands of company users rely on the Directory to find and engage new outside counsel, maintaining current user profile information will maximize this marketing opportunity for you.

Define Tracker for Outlook matter defaults

If Tracker for Outlook Add-in has been enabled for your company, you can set up default values for matters created using the Tracker for Outlook add-in.

This article applies to:

  • Product: Legal Tracker
  • Subject: Setup, User account
  • Audiences: Company