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Adding or Changing Firm Administrators

This topic discusses the conditions that must be satisfied before a firm administrator can be added or changed and provides information regarding what firm users can do if none of the conditions are met.
Required role | Only a Tracker Coordinator or Company System Administrator can add a lead firm administrator when the firm is created. Once created, only the firm administrator can a change the lead and backup firm administrator or add a backup firm administrator.

Before You Begin

Before you make any changes, be sure to familiarize yourself with the following section, Tracker Policy Regarding Creating or Modifying a Firm Administrator.
Tracker Policy Regarding Creating or Modifying a Firm Administrator
For security reasons, Tracker restricts the creation or modification of a Lead System Administrator, Backup System Administrator, or any firm user who has a system role of Firm Administrator. Consequently, Tracker will create or modify such a user only under one of the conditions in this section.
If one of the conditions is satisfied, send your Tracker Client Relationship Manager an email message with the information specified below for the applicable condition.
CONDITION #1: Wrong Email Address Specified When Firm Created
If you just created a new firm and for whatever reason created a user with the wrong email address, you will not be able to send the user the new user email. This email is necessary for the new user to be able to sign in to Tracker for the first time. If this is the case, send an email to your Tracker Client Relationship Manager with the user's correct email address.
Include the following information in the email to your Client Success Manager or Tracker Support:
  • State that the wrong email address was specified when the firm was created.
  • Provide the name of the firm.
  • Specify the correct email address of the firm administrator.
Tracker will not correct errors in users' names. If the user's email address is correct, the user will have received the New User Email and can sign in to Tracker and correct the mistake personally. Tracker only corrects data with respect to a firm administrator when it is impossible for anyone else to correct the mistake.
CONDITION #2: The Firm Has No Firm Administrator
Occasionally, a firm or vendor exists in Tracker with no Firm Administrator specified. To determine whether the firm has no Firm Administrator:
  1. Click
    Users
    >
    User list
    in the left navigation.
  2. From the drop-down list, select the name of the firm, then from the next drop-down list select
    All Users
    .
  3. Click
    Change view
    .
  4. If the list of users shows no firm users, if none of the users has a System Role of Firm Admin, or if the Firm Admin does not have an accurate email address listed, the firm has no designated Firm Administrator.
  5. Send an email message to your Client Success Manager or Tracker Support to request that a new Firm Administrator be created.
CONDITION #3: The Firm's Lead System Administrator and Backup System Administrator Have Never Signed In to Tracker
Occasionally, neither the designated Lead System Administrator nor the Backup System Administrator are active in Tracker. To determine whether there is an active Firm Administrator:
  1. Select
    Firms > Our firms
     in the left navigation..
  2. Click the name of the firm.
  3. Click the names of the Lead System Administrator and Backup System Administrator to view each user's profile. If the
    Position
    field or
    Phone
    field is blank or has a double dash (
    --
    ), the user has never signed in.
  4. Send an email message to your Client Success Manager to request that a new Firm Administrator be created.
When None of the Conditions Have Been Satisfied
If a firm requests assistance changing its Lead System Administrator, Backup System Administrator, or any other firm administrator, and none of the three conditions above have been satisfied, the firm is solely responsible for making any changes.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company