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.
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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.
View or edit your profile
- Click the
(Account) icon in the left navigation. - Click Profile.
- Update your user profile information.
- User ID - Displays your user ID.
- 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.
- First, middle, and last name - Add or update information in these fields to update your name as it appears in Tracker.
- Title - Add or update your job title.
- Position - In thePositiondrop-down, an option that most closely describes your role at your firm.
- Firm - The name of your firm. This field is alerady filledin and cannot be changed.
- Office - Use the drop-down list to select your office within the firm.
- Street 1, Street 2, City, State, Zip/Postal Code, Country - Your office address information.
- 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.
- 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.
- mm/dd/yyyy - US standard format.
- dd/mm/yyyy - European standard format.
- 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.
- 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.
- Miscellaneous - Enter any miscellaneous notes about your account.
- 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.
- Administrative Assistant - You can add the name of your assistant here.
- Bar License (Primary Country), Bar License (Primary State), Admission Year (Primary), and License No. (Primary) - Use these fields to add information about your primary bar license.
- Bar License (Additional Country) - Use these fields to add additional information if you have additional bar licenses.
- Employment History, Significant Transactions, Publications, Other Background Information, Percentage of practice that is litigation/arbitration, Birth Year, Representative Clients, Education, Languages, Associations/Organizations - Define your additional professional information in this section.
- 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.
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Check that the email address you entered is correct. If you specify an incorrect email address, you will not receive the email and will no longer be able to sign in to Tracker. No one (not even Tracker Database Administrators) is able to look up the newly generated password.
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
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Tracker Coordinators can create custom field labels and values in their preferred language, and can also upload custom field-specific help.
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.