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Manage users and matter access

User Administrative Profiles

Each user has an administrative profile, which includes settings such as the user's system role and access to matters, analytics, and reports.
note
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 the
Account
 icon in the left navigation >
Admin
.
Field Help
Field
Description
Active
A check mark appears in the
Active
box 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 login activity to a .csv file. 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 it 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
Indicates whether you can upload your firm's matter data to Tracker.
New User Email
Indicates whether the new user email was sent to you.
Update Another User's Administrative Profile
  1. Select
    Users
     >
    User List
     in the left navigation,.
  2. Select the
    Edit
    link in the
    Admin Profile
     column next to the name of the user whose profile you want to update.
  3. Make the necessary changes to the user's administrative profile.
    Field help
    Field
    Description
    Active
    Indicates whether the user is activate or has been deactivated.
    When a user is activated, a check mark displays in the
    Active
     check box. When a user is deactivated, the
    Active
     check box is clear.
    A deactivated user:
    • Cannot sign in to Tracker.
    • No longer appears as a matter participant.
    • Cannot be added to matters or selected as the lead for any existing or new matters.
    Last login
    Displays the 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 log in to Tracker.
    You can select the
    Export login & lockout 90-day history
     link to save the most recent 90 days of login activity to a .csv file. The file is automatically saved to your Downloads folder.
    User ID
    Displays the user's Tracker user ID.
    Email
    The 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.
    Name
    The first and last name of the user.
    Office
    Shows the office of the firm user's primary office.
    System Role
    Shows the 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 Upload
    Indicates whether the user can upload the firm's matter data to Tracker.
    New User Email
    Indicates whether the new user email was sent.
    Delegates
    Shows assigned delegates for this user.
  4. On the toolbar, select
    Save & close
    .

This article applies to:

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