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Company setup

Assigning a Tracker Coordinator

The Tracker Coordinator is the person identified at your company who is generally responsible for all aspects of the Tracker system. The following are the Tracker Coordinator's main responsibilities:
  • The Tracker Coordinator provides first-level support and answers general questions about the Tracker system for both company and law firm users. For this reason, the Tracker Coordinator's name will be displayed at the bottom of every page in Tracker as a support contact.
  • Additionally, the Tracker Coordinator's name and email address is displayed on every new user email that is sent to new company or law firm users: "If you have any questions about the implementation or about Tracker, please contact [name of Company Tracker Coordinator] at [email address]."
  • The Tracker Coordinator is also the main contact at your company for Tracker unless otherwise established.

Changing the Tracker Coordinator or Backup Coordinator

  1. Select
    Settings
    in the left navigation.
  2. Under
    Company Setup
    , select
    Company Settings
    .
  3. On the toolbar, click
    Edit company profile
    .
  4. Click
    Select
    next to the name in the
    Tracker Coordinator
    or
    Backup Tracker Coordinator
     field.
  5. Do one of the following to find the user you want to add:
    To search for a user by name
    1. Select the
      Name Search
       button.
    2. Type a name in the fields provided. You can search by first name, last name, or both.
    3. Click
      Go
      .
    4. In the list that opens, use the
      Name
      column to select the user.
    To search for a user from a list
    1. Select the
      Show Lists
       button.
    2. Use the dropdown to select the category of users you want to show.
    3. Click
      Go
      .
    4. In the list that opens, use the
      Name
      column to select the user.
    To search all users
    1. Click
      Go
      .
    2. In the list that opens, use the
      Name
      column to select the user.
  6. On the toolbar, select
    Save & close
    .
Backup Coordinators
The Backup Coordinators are identified only in the Company and Office/Region profile pages, and are not shown at the bottom of each page in Tracker. Generally, this information is helpful to Thomson Reuters if they cannot contact the Tracker Coordinator.  Both the coordinators and the backups can change who fills these two roles within their assigned sphere of responsibility.

Tracker Coordinator vs Company System Administrator

The Tracker Coordinator is also usually assigned the system role of company system administrator. The role of company system administrator can be assigned to more than one user. There is only one Tracker Coordinator and one Backup Tracker Coordinator.
A Tracker Coordinator can perform the following tasks, but a company system administrator cannot.
  • Edit matter type templates
  • Delete matters
  • Give a company user access to Analytics
  • Give a user (provided the user has a system role of Company System Administrator, Company Office Administrator, or Company Matter Creator) permission to use the Matter Upload tool
  • Change the Tracker Coordinator and Backup Tracker Coordinator
  • Edit timekeeper rate effective dates from the Timekeeper Rates Report.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company