Setting up Your Firm’s Users and Managing Users Follow
Law Ruler allows you to compartmentalize and secure all of your leads by assigning rights to users for either specific “Types of case(s)” by docket, or allowing users the rights to view “All Leads.” This is especially useful if you have separate intake teams and you do not want them seeing what the other is doing. This also is an added precaution to secure the assets of your firm by walling off different departments in their own compartment by docket if you choose to assign rights in this fashion.
- Click on the “Manage Users” menu button to open your “Manage Users” console where you can view and edit all of your firm’s Law Ruler users. Please edit some of User Settings or Create a New User and assign them rights so you can familiarize yourself with user administration in Law Ruler.
Please Note: Users that do not have access rights to a specific lead or a specific type of case(s) will not see those leads at all, as if they never existed. This is an important security feature that allows your firm to compartmentalize intake data by docket or by user.