Team Account and Attorney Profile Management -- Admin Users ONLY

Team Account Management

Team Account section is where you can add, edit, or delete your staff's accounts.

 

Team account Location: drop-down list => Team Management=> Team Account

 

1. Create New Account for a Staff  

We suggest you open staff accounts for every user.

Click "Create New"

To open a new account, you must provide an Account type, Account Name, and Account Email. Linking a profile is optional. If you wish to link a profile afterward, please delete the data-gathering block by crossing it out.

Accessibility of different Account Roles: Attorney, Contractor, and Admin.

Once created, your team member will receive an invitation email sent by the system. 

You may deactivate accounts or change the role of an account later. 

 

2. Edit an existing account: 

Click Action: Detail to the review page

 

A. Update staff basics and link/add profile

On the Staff Account Detail review page, you can click the "Edit" button or the "Add" button below to update the following information: Account Accessibility, Account (User) Name, Account Email, and Attorney Profile assigned to this staff (if any)

Save changes

3. Deactivate/Activate an Existing Staff Account

a. Deactitive staff account

Then click Deactivate to ban this staff's access.

b. Activate a inactive staff account

i. Team Management-> Team Account-> Inactive account-> Action:Detail

ii. Then click Activate to restore this staff's access.