Law firms can now create and manage their own CounselGO users.
For each client a firm is working with, 2 CounselGO users can be assigned as admins. CounselGO admins can:
- Add or deactivate other CounselGO users
- Assign recipients who should be sent the client's monthly unbilled activity requests (eg. Accruals)
- Resend the registration emails to their users if needed.
To add a CounselGO Admin user, select Vendors from the left nav bar.
A list of vendors that are already in SimpleLegal will appear. Select the vendor that needs a CounselGO Admin.
Select Assign Contact from the right Contacts panel.
Select +Create New Contact.
Fill in the First Name, Last Name, Title (optional), Company, Email, Phone (optional) and use the dropdown menu to select CounselGO Admin for the Assigned Role. By selecting CounselGO Admin, the CounselGO User role will automatically be added.
Select Create to add the Contact. The contact will automatically receive a registration email to setup their password.
If the CounselGO user happens to already be using CounselGO for another client, this new company will appear on their CounselGO client list when they login to their CounselGO account.
If the contact user has already been entered and the CounselGO Admin role needs to be added, select the pencil icon next to the user's name to edit their account.
In the Assigned Roles dropdown, select CounselGO Admin.
Please contact firstname.lastname@example.org for any other questions and we are happy to help.