User administration
Identify the people who need access.
Manage the people using the platform.
Access user administration from the same workspace used to oversee the practice.
Team access management
Confirm the access appropriate to each role.
Staff changes
Review access when responsibilities change.
What you can try
- Search sample users and filter by role.
- Edit a team member's name, email and role.
- Activate or deactivate a sample user.
- Review department membership and attorney assignments.
How the information fits together
Information used
Name, fictional email, role, department and active status.
Result
An understandable view of who participates in practice workflows.
No real accounts or invitations are created. The tour does not enforce production authentication or role permissions.
Suggested practice workflow
Put users into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Identify the people who need access.
- 2
Confirm the access appropriate to each role.
- 3
Review access when responsibilities change.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
Which roles and permissions are available?
How do account deactivation and authentication work?
Related modules
Departments
Organise the firm’s departments within a dedicated administration area.
Explore moduleAttorney assignments
Use the dedicated attorney-assignment area to support clear responsibility within the practice.
Explore moduleSettings
Review firm details, configuration areas and sample preferences before planning your rollout.
Explore module