CosmoLex Support
  • Home
  • What’s New
  1. Home
  2. Knowledge Base
  3. Setup
  4. User Management
Searching...

Knowledge Base Categories

  • Setup
  • Billing
  • Accounting
  • General Practice Management
  • Reports
  • Subscription
  • Next Gen Features
  • What's New

Knowledge Base Categories

  • What's New Archive
  • What's New
  • User Settings
  • User Management
  • Trust Accounting
  • Trust
  • Transaction Levies & TAFs
  • Time and Expense Entry
  • Time & Billing
  • Tax
  • Tasks
  • Support Videos
  • Subscription Management
  • Subscription
  • Setup
  • Settings
  • Reports
  • Reports
  • Product Updates & Releases
  • Payments
  • Other Reports
  • Notes
  • Next Gen Features
  • Newsletters
  • Mobile App
  • Matter Cost Accounting
  • Matter Activities
  • Managing Transactions
  • Managing Reports
  • Manage Invoices
  • Law Society Compliance Docs
  • Law Firm Guide
  • Invoices
  • Invoice Settings
  • Intake Forms
  • General Practice Management
  • Firm Settings
  • Firm Settings
  • Financial Productivity
  • Emails
  • Email
  • Document Storage
  • Document Storage
  • Document Management
  • Document Assembly
  • Data Migration
  • Custom Fields & Pages
  • CRM
  • Contacts & Matters
  • Communications
  • Collection
  • Client Portal
  • Client Guide
  • Class-Based
  • Class Based Accounting
  • Canada-Specific Billing
  • Canada-Specific
  • Calendar & Tasks
  • Calendar
  • Calendar
  • Business Accounting
  • Billing
  • Banking & Reconciliation
  • Banking
  • Bank Reconciliation
  • Apps & Integrations
  • Accounting (Matters)
  • Accounting (Firm)
  • Accounting

Need Support?

Can't find the answer you're looking for?
Contact Support
User Management

User Management

  • 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…
  • Adding CRM to Your Account

    Our integrated CRM feature helps you manage business development functions such as clie…
Need Support?
Can't find the answer you're looking for?
Contact Support
© 2022 CosmoLex Cloud, LLC. | CosmoLex is a Division of Software Technology, LLC. | Privacy Policy
  • What’s New
  • Login