Updating a User Account

The instructions below cover how to update an existing user for the specific client record you are viewing in CounselGO. If a user needs to submit invoices for another client in SimpleLegal, they must be added under the specific client in your CounselGO environment. Click here for details.

1. Go to the client record in CounselGO and then click Users on the left navigation bar.

2. Find the user on the list or start typing the name or email address into the search field. 

3. Click on the user from the list to open the account details.

4. Do one or more of the following:

• Update the user's first and/or last name
• Change the status to Inactive to deactivate access to the client's record
• Select or de-select one or more roles (e.g., Admin, General File Sharing, etc.)

NOTE: There can only be two admins per client. Users who are not assigned any additional roles are granted standard, non-admin access by default. Click here for additional information. 

5. Click Submit.