Manage Your Users All firm users requiring CosmoLex access must have a user account. Administrators now ha…
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…