This instructor-led, interactive, demo-style webinar will get you started on CounselLink User Administration tasks - it is intended to provide basic User Administration knowledge. The session is best suited for new CounselLink Administrators.
Course Outline:
- CounselLink User Administration Introduction
- CounselLink User Administrator Overview
- CounselLink Demo
- Display the Corporate Profile and QuickLinks
- Working with Office Profiles
- Understanding Profile Levels
- User Roles and Personas
- User Roles
- Roles for Various Job Titles
- Create and Apply User Personas
- Manage User Personas
- Adding Users and Assigning Roles and Personas
- Add a New User
- Assign User Roles and Personas
- Access User Profiles
- Managing Current Users
- Edit Current Users
- Change Invoice Authority Amounts
- Manage User Roles
- Reassign Matter Contacts
- Add/Remove a User to an Office
- Deactivate and Reactivate Users
- Managing User Passwords and Logins
- Resetting User Passwords
- Deactivating and Activating Logins
- Monitoring the System
- Tracking System Activity on the User Audit Report
- Viewing the History of User Actions
- Locating Additional Resources
- Using the CounselLink Answer Center
- Using the Admin Learning Center
Note: our policy is that each attendee registers for a seat in our class. You can register multiple seats during registration. This is a live, interactive session with a certified CounselLink trainer. We limit the number of seats to 12 to ensure that each student gets a full experience and ample opportunity to ask questions.