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Add a User

In This Article…

Introduction

You will need user accounts for those who wish to access CosmoLex. Also, at all times, you must have the number of active CosmoLex users equal to or greater than the number of active timekeepers in the system.
 
Important

  • Adding additional users will result in an immediate prorated charge & increase your future billing amount (Exception for CosmoLex Accounting Partners)

Add a User

  1. When logged into CosmoLex as the Admin user, click Account section.
  2. Within that, be sure you are in the user management section > Click User Tab, then click ADD.

  3. Complete the First Name, Last Name and Email for this new user. Login ID defaults as the user’s email address.
  4. Once complete, click on Settings (Role and Restrictions). The default role is Normal.
Important

Please enter valid cell number for user if you have enabled two factor authorization

    • If you wish to copy the exact role and restrictions from another user, use this option to select the user in which you wish to copy from.
    • If you are not copying over a role, you can select from the predetermined roles provided, each containing their own restrictions. If you wish to create a customized role, locate instructions for that here.

In addition to setting a role, you can apply additional restrictions by Matter Owner or by Timekeeper. With a restriction imposed here, the user will be blocked from viewing any activity regarding the restricted persons. Further down you can also restrict various areas/apps, such as the dashboard, bank level details, reports, calendars, emails, and integrated Apps.

And lastly, you can restrict to view unbilled time/expense only, to view only his/her own activities, or view his/her own tasks only.

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Once you have assigned the role and restrictions desired, click Save.
 
Once saved, your newly added user will receive an email asking them to set up their password. 
Updated on January 5, 2020

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