Change a User's System Role
A Firm Administrator or Firm Office Administrator sets a user's system role as part of creating a new user account, and can change the system role at any time. The system role determines the level of access that a user has. For example, the Firm Administrator can create user accounts and reset passwords for their firm but someone with a role of Firm User cannot.
- ClickUsers > User listin the left navigation. The list of users displays.tipIf you do not see the user whose system role you want to change, use the view selectors to select what you want displayed then clickChange view.
- Under theAdmin Profilecolumn, clickEditnext to the name of the user whose role you want to change.
- Next toSystem Role, select an option from the drop-down list.
- On the toolbar, selectSave & close.
Assigning or changing Firm Administrators
A Firm Administrator is a Tracker user who has been assigned system role of Firm Administrator in their administrative profile. The role of Firm Administrator carries with it additional responsibilities and Firm Administrators should read Managing Your Firm Information and Users in Tracker. If you are a Firm Administrator or Firm Office Administrator, you can change users' system roles, including making someone else the administrator.
Required role | Only Firm Administrators and Firm Office Administrators can add a user or change the system role of an existing user. The Legal Tracker team cannot modify users' system roles. The Firm Administrator for your office is shown in the footer of each Tracker page.
- ClickUsers > User listin the left navigation. The list of users displays.
- Under theAdmin Profilecolumn, clickEditnext to the name of the user whose role you want to change.
- Next toSystem Role, selectFirm Administratorfrom the drop-down list.
- On the toolbar, selectSave & close.