Creating & Managing CounselGO Users

SimpleLegal clients can have up to two CounselGO Admins per vendor. If additional non-admin users require access to work with the client, accounts can be created and managed by a CounselGO Admin as follows:

1. Log into CounselGO and select the correct company from your Clients list.

2. Go to Users on the left-side navigation menu.

NOTE: IF YOUR FIRM IS WORKING WITH MORE THAN ONE SIMPLELEGAL CLIENT

• This list only displays CounselGO users who were added to support the company selected on the client page; this is not a comprehensive list of CounselGO users from your firm. 
• Since not all timekeepers need CounselGO accounts, this list does not include any timekeepers who do not submit invoices directly to clients. 

The Users List displays active and inactive users sorted in alphabetical order. To find an existing user or check whether someone already has an account under this SimpleLegal client, enter the first name, last name, or email address into the search field and press enter on your keyboard.

Admins can do the following from the Users List page:

• Add new users, one more admin user, or point of contacts for accruals.
• Update user accounts, such as email address, name, or assigned role(s); click here for additional information on user roles and permissions.
• Resend activation links to new users.
• Deactivate users who no longer need CounselGO access.

Adding New Users

1. Click + New User in the top-right corner.

2. Enter the user's first/last name and email address, and then click Submit.

NOTE: Leave Admin and Accruals de-selected to create a non-admin user. As a reminder:

• Only one additional admin can be created for each SimpleLegal client the firm is supporting.
• Accruals means the user can receive and respond to accruals requests submitted by clients.

New CounselGO users will receive an activation email to set their password; the link expires within 72 hours of receipt.

Editing Existing Users

1. Click on the name from the Users List.

2. Edit the user’s name/email address and/or assign any additional roles (i.e., Admin or Accruals).

3. Click Submit.

Resending Activation Links

1. Find the name on the Users List and click Resend Invite at the end of the row.

Deactivating Users

1. Click on the name from the Users List.

2. Select Inactive from the Status drop-down and then click Submit.