Changing permissions, editing, adding, and removing users, and more
Each One Legal account can have an unlimited number of users able to file, serve, and more on behalf of your firm or business. Every user will have different capabilities depending on what permissions they are given.
To access the Manage Firm Contacts section of your account, log in to One Legal and click clicking My Account > Firm Contacts.
Self permissions allow users to view only the orders they have placed.
Firm permissions allow users to view all orders on the account.
Administrator permissions allow users to view all orders and manage firm account.
Users will see a full list of all firm contacts with the permission level of each displayed on the right. Click the Permission level column heading to sort by permission level.
Visit the Manage Firm Contacts section of your account and click the Add Contact button. Enter the details of your new user including contact details, permissions level, and job role. You should see a confirmation message that the user was successfully added.
Be sure to select "Attorney" for the user's job role if you plan to select this user as the filing attorney when placing an order. You will be required to enter a Bar number and State of record.
The user will then receive an email with an account verification link. Once they click the link in that email and create a password their registration will be complete.
Note: Attorneys must complete this final registration step before they will be available for selection as a filing attorney on your orders. See below.
You'll know if a user has completed the registration process by looking at the Status column in the user list. If a user is still listed as Pending this means that they have yet to activate their account by clicking the link in their email invitation.
Need to resend the email invitation? Click the Edit user icon and select the Resend invitation button at the bottom.
A firm administrator can change a user's permissions level at any time. Visit the Manage Firm Contacts section of your account, click on the edit icon in the far right column. Once on an individual contact's screen, select an alternate permissions level and save your changes.
A firm administrator has the ability to edit and add users to a firm's account. Visit the Manage Firm Contacts section of your account, then click on the Delete icon in the far right column to delete the user from your account. This will not affect any orders that this user has already placed, but will simply deny this individual further access to your account.
To make other changes to this user, click on the edit icon in the far right column. Once on an individual contact's screen, make the changes to contact or details and save your changes.
In order for an attorney to continue to appear as an option in the order workflow, you'll need to add them as a user in the Manage Firm Contacts section. Simply select Attorney as the job role when adding the user, and ensure that the attorney clicks on the activation link in the ensuing email message.
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