Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.


Permissions and Security

If you have the rights to alter permissions and security settings for a staff member, you can do so by clicking the key icon oc icon next to an individual's name on the Our Staff page.

Permissions allow the individual to add invoices, budgets, rate cards, or reports to matter records.

Select the desired permissions by clicking the checkboxes, then click Save.

Profile Permissions and Security

To change the individual's user name and password, or release the individual from all associated matters, type a new username and password into the corresponding text boxes. Click Set; the individual is notified via email to use their one-time use password within 48 hours to reset their information.

To release an individual from all associated matter records, type "Yes" into the bottom text box, then click Release.

  • Was this article helpful?