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This article applies to:

  • Product: Legal Tracker
  • Audiences: Firm

Finding Tracker Users

Before you add a new Legal Tracker user, you must check to be sure that they are not already set up. You can search your company's users, users in the firms you have worked with, or in the Tracker Worldwide Directory of firms.
  1. Select
    Users
    , then
    User list
     from the left navigation.
  2. On the toolbar, select
    Search for user
    .
  3. In the
    Type/Status of user
     area, select an option to specify how you want to search:
    • Check the
      Company Users
       checkbox to search the list of Tracker users in your company.
    • Check the
      Our Firms
       checkbox to search the firms that are already defined in your database
    • Check the Tracker Worldwide Directory checkbox to search the directory for firms you have not already used.
  4. Use the fields in the
    User Name
     section to help you find the specific user you are searching for.
    tip
    If you are searching for the specific user's name, it is generally recommended that you search for a first few letters of the user's last name, which helps to minimize accidental misspellings.
  5. Use the optional
    Practice Area
     dropdown if you want to limit your search to firms in a specific practice area.
  6. Use the optional fields in the
    Location
     area to look for firms in a specific geographic area. Click the
    Select
    button and select the country in the list. If the law firm is in the United States, you can further limit your search by state. Use the dropdown that appears to specify the state.
  7. Select
    Search
    .
When You Can't Find a Particular User
If you cannot find a user, the reason may be that they have been deactivated.