Manage Your Users All firm users requiring CosmoLex access must have a user account. Administrators have t…
Manage User Roles CosmoLex offers a variety of roles from which you can choose including the ability to cust…
Restriction by Matter Owner In some situations, certain users may only be permitted access to a particular Matter Own…
Restriction by Timekeeper In some situations, certain users may only be permitted access to a certain timekeeper&#…
Restrict a Firm User’s Client Portal Access At the matter level, you can prevent a firm user from viewing and sending client messages.…
Limit a User’s Access to Bank Details You can limit a user’s access to bank details. Limit a User’s Access to Bank D…
Reset a Password Firm admins can set user passwords, force users to reset their password, or change the use…
Set Up a User’s Report Access Within the User Management feature, you can determine which reports a user can access und…
Update a User’s Email Address You can change the email address associated with your account. CosmoLex sends notificat…
Manage Timekeepers A timekeeper is the person who is assigned to a particular time or expense entry. When addi…
Manage Matter Owners When adding a User, the system will also add this individual as a Matter Owner. In the Add Us…
Adding CRM to Your Account Our integrated CRM feature helps you manage business development functions such as clie…
Mapping Existing Users We have simplified user management by asking firm administrators to map each existing Us…
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