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Manage users and matter access

Adding Firm User

Each user must have a unique primary email address to be able to access the system. When you add a new user, Legal Tracker immediately sends an email to the new user with instructions on how to log in and set up the account.
Required role | To be able to add a new user role, your system role must be Firm Administrator or Firm Office Administrator.
New users are added automatically to the Tracker Worldwide Directory of Firms. Company users will be able to search for and find the attorney listed in the Directory.
important
To protect the security of firms' information in Tracker, the Legal Tracker team cannot add firm users or modify their system roles.
To add a law firm user to Tracker:
  1. Select
    Users
    >
    User List
     in the left navigation.
  2. On the top toolbar, select
    Add firm user
    .
  3. On the page that opens, fill in the information for the new user.
    Field Help
    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.
    Office
    The user's primary office, if the firm has more than one location. If you don't see the office that you need in the drop-down list, you must create it in Tracker or ask a 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.
    Enable Firm Matter Data Upload
    Determines whether this user can use the matter upload tool.
  4. On the toolbar, select
    Save & close
    .
note
It is important to note that, once you create or modify your firm's data, it is automatically updated in all your clients' systems. It does not matter which company database you are using. For example, if your firm is working with three clients on Tracker and you create a user, that user is now available to be given access to matters in all of your clients' systems. In other words, you update once and Tracker simultaneously changes the data in all client databases.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: User account
  • Audiences: Firm