User administrative profiles
Manage user administrative profiles to control system roles, matter access, and permissions. Update your own profile or, if your system role permits, update the profiles for other users.
Each user has an administrative profile, which includes settings such as the user's system role and access to matters, analytics, and reports.
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Each user also has a user profile, which is separate from the administrative profile, and shows general information about them, such as address and phone number, and physical location.
You can view your own administrative profile. If your system role permits, you can view and update administrative profile information for other users.
- Firm Office Administrators can update the user administrative profile for firm users.
- Firm Office Administrators can edit administrative profiles only for users in their own office.
Most settings on the administrative profile page were defined when the user was added to the system. Other settings can be updated when necessary.
View your administrative profile
To view your administrative profile, select 
.
.Field Help
Field | Description |
|---|---|
Active | A check mark appears in the Active checkbox to indicate you are an active user. |
Last login | Displays the date and time you last signed in to Tracker. You can select the Export login & lockout 90-day history link to save the most recent 90 days of sign in activity to a CSV. The file is automatically saved to your Downloads folder. |
User ID | Each person's user ID is their email address. |
Email | Your primary email address. Your email address is also your user ID. If you change your primary email address, your user ID will also be updated, and you will be required to create a new password. |
Name | Your name as it appears in Legal Tracker. |
Office | Your primary office. If necessary, you can use the dropdown list to select another office. |
System Role | Your system role. |
Enable Firm Matter Data Upload | Whether you can upload your firm's matter data to Tracker. |
New User Email | Whether the new user email was sent to you. |
Update another user's administrative profile
- Select in the navigation.
- Select theEditlink in theAdmin Profilecolumn next to the name of the user whose profile you want to update.
- Make the necessary changes to the user's administrative profile.Field helpFieldDescriptionActiveWhether the user is active or inactive.When a user is active, a check mark displays in theActivecheckbox. When a user is inactive, theActivecheckbox is clear.An inactive user:
- Can't sign in to Tracker.
- No longer appears as a matter participant.
- Can't be added to matters or selected as the lead for any existing or new matters.
Last loginThe date and time the user last signed in to Tracker.If the user has been locked out, a message appears here. Select the[unlock]link to restore the user's ability to sign in to Tracker.You can select theExport login & lockout 90-day historylink to save the most recent 90 days of sign in activity to a CSV. The file is automatically saved to your Downloads folder.User IDThe user's Tracker user ID.EmailThe user's primary email address. The user ID is the user's email address.If you update a person's email address, it will also update the person's user ID, and the user will be required to set a new password.NameThe 1st and last name of the user.OfficeThe firm user's primary office.System RoleThe user's system role.To change the system role for this user, use the dropdown to select a new system role.Enable Firm Matter Data UploadWhether the user can upload the firm's matter data to Tracker.New User EmailWhether the new user email was sent.DelegatesShows assigned delegates for this user. - On the toolbar, selectSave & close.