How to manage law firm account users
Account admins can:
Add and remove firm users from the People page
Adjust firm users’ default permission sets by clicking Edit
Override a user’s default access level on a per company basis through the Companies page
To add a new user
Navigate to the firm’s People page.
Click Add User.
Enter the required information.
.
Firm administrator settings
To grant the user access to the People page and Full access to all companies, select Yes.
To grant the user levels of access to companies only, select No and set the user's Default company access level. Click the link below for detailed explanations of each level.
.