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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 (U.S. Only)

    Our integrated CRM feature helps you manage business development functions such as clie…
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