EditPurpose
To define authorized customer users to your LegalSuite database.
EditLocations Used
Customers
EditOverview
Several different groups of people can access your LegalSuite system:
- employees of your company;
- affiliates or third party contractors that your company hires to do the field work; and
- users of the company (customer) that hired your company for your services.
Employee users and affiliate users are managed through the menu selection
User⇒Employees and
User⇒Affiliates from the navigation bar. Customer users are managed through
Customers⇒Customer Users.
Some customers may want a number of their employees to have access to LegalSuite. A customer portal, basically a separate URL, will be set up where a user can log on and access minimal information from the LegalSuite database. They can also enter work orders and check work order status.
EditView Customer Users
To view a list of customer users in the LegalSuite database, make the menu selection
Customers⇒Customer Users from the navigation bar.
 Cusomter Users |
To view details for a specific user, click on the customer number for that user. Refer to the section "Add a New User" for an explanation of each of the input fields on the Customer User Details page.
You can also view a list of users for a particular customer by making the menu selection
Customers⇒Customer Maintenance from the navigation bar.
- The Customer Maintenance page will appear.
- Click on a customer number that you wish to view details for; this will bring up the Customer Maintenance Details page.
- Click on the “Users” tab to view all the users that currently have access to LegalSuite for this customer.
 Cusomter Users |
EditAdd a New Customer User
To add a new customer user, click on the ADD NEW ENTRY button on the Customer Users page. The Customer User Details page will appear.
 Cusomter Users Details |
All fields marked with an asterisk "*" are required.
1. Customer # * - Enter the customer number for the customer you are adding a user for. If you do not know it, click on the search icon to select from the customer search window.
2. Customer Name – This non-editable displays the customer name that the customer number applies to.
3. Active - Check this box if the user you are adding is active, in other words will actively access the LegalSuite database.
4. Name* - Enter the name of the customer user.
5. Direct Phone, Direct Fax – Enter the direct numbers for this user.
6. Notes – Enter any notes that you wish to store regarding this user.
7. Email – Enter the user’s email address.
8. Type* - Enter the type of user this is, which also may determine the user’s access privileges, for example Lawyer, Staff, Administration, or Accounting.
9. Bar ID* - If you specified “Lawyer” as the type, you will be asked to enter the Bar ID for that user.
10. Security Level – Select from the pull-down menu what access privileges this user will have on LegalSuite.
11. Password – Enter a password for this user to be used when logging on to LegalSuite.
12. Email Notifications – Check the boxes for the situations in which email notifications should be sent.
13. Click on the SAVE button to add the customer user to the LegalSuite database. Click on the CANCEL button to discard your changes.
EditEdit an Existing Customer User
1. Select a customer user to edit by clicking on the "Edit" link for that user on the Customer Users page. The Customer User Details page will appear.
2. Make changes as necessary. Refer to the section "Add a New Customer User" for an explanation of each of the input fields.
3. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes.
 Button Selections during EDIT or DELETE |
EditDelete an Existing Customer User
1. Select a customer user to delete by clicking on the "Edit" link for that user on the Customer Users page.
2. The Customer User Details page will appear. Scroll to the bottom of the page.
3. Click on the DELETE button to remove the customer user from the LegalSuite database.
4. You will be asked to confirm that you wish to delete the customer user. Click on "OK".
5. The customer user will be deleted from the LegalSuite database. It will no longer be seen on the Customer Users page.