Skip to main content
Managing users

Manage delegates for company users

Tracker Coordinators can assign and manage delegates for company users, enabling uninterrupted workflow during user absences by adjusting delegate permissions in user profiles for Matter Access, Invoice Approval, and Financial Review.
If you're a Tracker Coordinator, you can manage company user delegates, ensuring work continues when a user isn't available to complete required tasks.
note
  • This feature doesn't change the ability for individual users to manage their own delegates. It gives the Tracker Coordinator the ability to also manage them.
  • You'll need to be a Tracker Coordinator to complete these steps.
  1. On the side navigation pane, select
    Users
    User list
    .
  2. Select
    Edit
     in the Admin Profile column for the user you want to edit. Alternatively, you can select the user's name, then select
    Edit admin profile
    .
  3. Go to the
    Delegates
     section, then select
    Select
     for a delegate.
  4. Select
    Select
     for the person who will be the delegate.
  5. Set your preferences for the following:
    • Matter Access
    • Invoice Approval
    • Financial Review
    note
    • Matter Access defaults to
      Matter Admin
      .
    • If you select
      No Access
       for the Matter Access and both Invoice Approval and Financial Review are set to
      No
      , you'll get an error when you select
      Save & close
      . The delegate needs to have access to 1 of the 3 options.
  6. Select
    Save & close
     when you're done.
  7. To view the history of the change for a user, select the ellipsis on the toolbar then select
    View history
    .

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company