User Management on First Legal FirstConnect Portal

User Management on First Legal FirstConnect Portal

Firm administrators play a crucial role in managing user access within the First Legal FirstConnect Portal. This guide will walk you through the User Management interface, highlighting the various features and functions available for overseeing the users associated with your firm.

Accessing User Management

• Log into your First Legal FirstConnect Portal with your administrator credentials.
• Click on the 'Users' tab from the sidebar menu to access the User Management section.

Overview of User Management Features

• User List: The central area displays a list of users with columns for View, Username, Email, First Name, and Last Name.
• Add Client User: This button allows you to create new user accounts within your firm.
• Filters: Use these to search for users by their first name, last name, email, or username.
• Pagination Controls: Navigate through multiple pages of users if your firm has more than can be displayed on one page.

Adding a New User

• Click on 'Add Client User' to open the account creation form.
• Fill in the required details such as name, email, and assign a username.
• Set permissions and roles as necessary for the new user.
• Submit the form to create the new user account.

Filtering Users

• To locate a specific user or group of users, input the relevant information into the filter fields.
• You can filter by first name, last name, email address, or username.
• Click 'Apply Filters' to update the user list with your search criteria.

Editing User Details

• To edit a user's details, click on the 'View' button or link next to the user’s name.
• Make the necessary changes in the user’s profile.
• Save the changes to update the user’s details.

Deleting Users

• If you need to remove a user's access, select the checkbox next to their name.
• Click on the 'Delete Case(s)' button to remove the user from the system.
• Confirm the deletion when prompted to ensure that the user's access is revoked.

Navigating Through User Pages

• Use the pagination controls at the bottom of the user list to move between pages.
• You can go to the next, previous, first, or last page, or jump to a specific page number.

Managing users is a straightforward process within the First Legal FirstConnect Portal. Firm administrators can add, search, edit, and delete users with ease, ensuring that only authorized personnel have access to the firm’s sensitive information and resources. Remember to review user roles and permissions regularly to maintain the security and integrity of your firm’s operations on the portal.