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 
in the left navigation >
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
- SelectUsers>User Listin the left 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 helpFieldDescriptionActiveIndicates whether the user is activate or has been deactivated.When a user is activated, a check mark displays in theActivecheck box. When a user is deactivated, theActivecheck 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 loginDisplays 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 theExport login & lockout 90-day historylink to save the most recent 90 days of login activity to a .csv file. The file is automatically saved to your Downloads folder.User IDDisplays the 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 first and last name of the user.OfficeShows the office of the firm user's primary office.System RoleShows 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 UploadIndicates whether the user can upload the firm's matter data to Tracker.New User EmailIndicates whether the new user email was sent.DelegatesShows assigned delegates for this user. - On the toolbar, selectSave & close.