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Field | Definition |
---|---|
Email/User ID | For companies who use Tracker account authentication, this email is how the user signs in to Tracker, and must be unique in Legal Tracker. Emails cannot include apostrophes. |
First Name | The user's given name. |
Last Name | The user's surname. |
Company | Defaults to the user's company (cannot be changed). |
Office/Region | The user's primary office, if the company has more than one location. If you don't see the office or region that you need in the drop-down list, you'll need to create it in Tracker, or ask a Company System Administrator to create it for you. |
System Role | The system role that you assign to this user affects what they can see and do in Tracker. note
Matter roles are separate from system roles. Company system administrators have access to matters when added to Tracker. For all other system roles, matter access must be given at the matter level. |
Matter Upload Security | This option is for company system administrators, company office administrators, and matter creators. Determines whether the user can use the matter upload tool. Tip | Because matter uploads cannot be reversed, we recommend limiting the number of users who are allowed to upload matters. |
Scheduled Reports Security | For company system administrators. Select the check box if this user will be able to schedule reports, and designate other users who can schedule reports. If you later clear this check box, all scheduled reports created by the user will no longer be sent. |
Legal Hold Report Creation | Indicates whether you can create legal hold reports. |
Employee ID | Your employee ID. Tip | An employee ID can be inserted into AP extracts so that the employee who approved the invoices can be identified. |
New user email | Select a button to indicate whether you want to see the new user email immediately upon creation, or delay the email until later. |
Notes | Shows any notes that have been entered. If your system role is company system administrator, you can add a note. |
Participant Tags | Lets you add participant tags. You can select a maximum of five participant tags. |
Time Entry | Indicates if time entry is required. These fields apply primarily to timekeepers. If Yes is selected next to Require to submit internal time entries you must log your time. Additional fields appear:
|
(Optional) Grant this user Special Matter Access | Select Yes to give this user special access to matters based on organizational units and practice groups, rather than having access by being a matter participant. Company system administrators do not need special matter access because they always have matter admin access to all matters. |
Restrict this user's access to reports | Select Yes to restrict the user's access to reports. |
Grant this user access to other users reports? | Select Yes to give this user the ability to manage or edit reports other users have created. This option is enabled by default for company system administrators, and can be enabled to other users on an individual basis. |
Grant this user access to Analytics/Dashboards? | Indicates whether you have access to classic dashboards. |
Grant this user "Special Matter Access" | Select Yes to grant the user access to all matters that have a specific organizational unit or practice group. |
Field | Definition |
---|---|
Email/User ID | For companies that use Legal Tracker account authentication, this email is how the user signs in to Tracker, and must be unique in Legal Tracker. |
First Name | The user's given name. |
Last Name | The user's surname. |
Firm | Click Select to open the list of your company's firms and select a firm from the list. |
System Role | The system role that you assign to this user affects what they can see and do in Tracker. |
Enable Firm Matter Data Upload | Determines whether this user can use the matter upload tool. |
Legal Hold Report Creation | Determines whether the user can create legal hold reports. |
New user email | Select a button to indicate whether you want to see the new user email immediately upon creation, or delay the email until later. Tip | Postponing the new user email may be helpful during implementation because Company System Administrators can create users and matters without the users receiving a new user email. After implementation, Company System Administrators can release all of the new user emails that were not sent. |
Notes | You can use this field to enter any additional information about this user. Company system administrators can see this note in the user's administrative profile. |
Participant Tags | If the company has created participant tags in Settings, you can select tags for the user here. Participant tags are used to categorize users who have a special attribute that you might want to know about or report on, such as if they speak a second language. Each user can have a maximum of five participant tags. |