Manage Your Users
All firm users requiring CosmoLex access must have a user account. Administrators have t…
User Management
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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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