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View a User's Delegate Information

For security reasons, each user must select his or her own delegates. However, you can view the delegates that a user has selected as well as view the user delegate audit history, which lists the changes to a user's delegate selections.
To view a user's delegates:
  1. Click
    Users > User list
     in the left navigation. The list of users displays. If you do no see the user whose delegates you want to view, use the view selectors to select what you want displayed then click
    Change view
    .
  2. Click
    Edit
     for the user whose delegates you want to view.
  3. Scroll to the
    Delegates
     section at the bottom of the page.

View the Delegate Audit History for a User

To view the delegate audit history for a user:
  1. Click
    Users > User list
     in the left navigation. The list of users displays. If you do no see the user whose audit history you want to view, use the view selectors to select what you want displayed then click
    Change view
    .
  2. Click
    Edit
     for the user whose delegates you want to view.
  3. Click the three small dots icon on the toolbar then select
    View history
    .
  4. Scroll to
    USER DELEGATE AUDIT HISTORY
     at the bottom of the page. This section shows the date a change was made, the user who made the change, and what was done.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Firm