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, specific marketing sources, 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 to see 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.
Only users with Admin Rights will have access to make the changes mentioned in this article.
- Using the blue menu on the left-hand side of the screen, click on "Setup".
- Navigate to the "Manage Users and Groups" page.
- Adding a New User
To create a new user account for someone, click on the "Add New User" button located in the upper-right corner of the page.
A new tab will open up where you will enter the information for the new user. Please keep in mind that any required fields will be denoted with a red asterisk *. Be sure to click the "Create User" button once you've filled out the fields to create the new account.
- Editing Information for an Existing User
Under the "All Users" section, you will be able to edit your users' information such as name, email address, phone numbers, job title, and more. To make changes, click on the green pencil icon located to the left of the user's name that you'd like to edit.
- Reassigning & Deleting User Accounts
If you ever need to delete a user account, you will have two options: you can either reassign the user account to some else or you can just delete the user account.
To reassign a user account, click on the blue circular arrow icon. By reassigning the user account, the original user's information will be deactivated and any leads, cases, or tasks will be reassigned to the new user.
To delete a user account without reassigning the user's leads, cases, or tasks you will want to click on the red trash bin icon.
If you accidentally delete a user account, contact our Support team at firstname.lastname@example.org and we will help you get the account reactivated.
- Creating and Editing Groups
To create a new group in your portal, click on the "Add New Group" button located in the upper-right corner of the page.
A pop-up will come up where you will be able to give your group a name and choose the members of the group. Currently, up to 5 users can be part of one group.
To edit and make changes to an existing group, click on the “Edit” option located to the left of the group name. If you’d like to delete a group, click on the “Delete” option.
- User Management & Permissions
Under the “User Management” section you will be able to manage the access of the different users throughout the portal by selecting their permissions. The following breaks down what the different user permissions control:
All Leads: This permission allows the user to see all leads/cases that exist in the portal.
Leads by Case: Allows the user to only see leads/cases for selected case types. If a user is restricted by this permission, they will only see records that fall under the case types that are selected for them.
Leads by Source: Restricts the user to only see leads/cases that come in from selected marketing sources.
Leads Assigned: Restricts the user to only see leads/cases where they are set as the “Assignee”.
Edit Rights: Allows the user to make edits to the records they can see. For example, adding notes, booking appointments, making changes to an intake, and more.
Delete Rights: Allows the user to delete things in the portal such as records, notes, tasks, documents, and more.
Admin Rights: Gives the user full access to all of the advanced settings in the portal. With this permission, the user will be able to view and access all pages in the “Setup” menu.
Command Center: Allows the user to access the “Automations” option on the main menu. The user will be able to view and edit any automations in the portal.
Assign Tasks: Allows the user to assign tasks to other users at the firm. Without this permission, the user will only be able to assign tasks to themselves.
Reports: Allows the user to access the “Reports” option on the main menu. The user will be able to run and download any of the different reports available in the portal.
Firm: Allows the user to access the “Manage Referral Firms” page where they can view and edit any existing referral firms as well as create new ones.
Send Referral: Allows the user to send out leads/cases as referrals from the portal.
View SSN/EIN: Allows the user to see Social Security numbers and Employee ID numbers.
Show Agent Contact Center: Allows the user to view and use the Smart Dialer to make calls from inside of the portal.
Edit SSN/EIN: Allows the user to make changes to Social Security numbers and Employee ID numbers.
Export System Data: Allows the user to export a full contacts list and related contacts list from the Contacts page in Law Ruler.
Please note: After making any changes under "User Management", don't forget to click the "Save" button that will appear in the upper-right corner of the section.