Firms can have up to two CounselGO Admins per client in SimpleLegal. 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 only includes people from your firm who need access to CounselGO for the purposes of submitting invoices 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, start typing a first name, last name, or email address into the search field above the list.
Admins can do the following from the Users List page:
- Add new users, one more admin user, or points of contact for accruals.
- Update user accounts, such as name and/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.
- Download the list of users for further review offline.
Adding New Users
1. Click + New User in the top-right corner.
2. Enter the user's first/last name and email address.
3. Select the relevant permissions and then click Submit. To give standard, non-admin permissions, leave all boxes empty. For additional details about CounselGO user roles, click here.
REMINDER: Only one additional admin can be created for each SimpleLegal client your firm is supporting. You will receive the following error message if two admins have already been added.
New CounselGO users will receive an activation email to set their password; the link expires within 5 days of receipt. If it expires, you can resend the activation link.
Editing Existing Users
1. Click on the name from the Users List.
2. Edit the user’s name and/or assign any additional roles (e.g., General File Sharing, etc.).
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 dropdown and then click Submit.
Downloading List of Users
Click Download above the user list table to export general user information for review offline.
This downloads the list as an Excel file with the following information:
- First Name
- Last Name
- Last Login (i.e., MM/DD/YYYY)
- Admin (i.e., YES or NO)
- Accrual Submission (i.e., YES or NO)
- Status (i.e., ACTIVE or INACTIVE)
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