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Changing a Law Firm Administrator

The current Law Firm Administrator is leaving the firm.  Please advise what I need to do to add the new administrator.
To change the firm administrator, you must do so through the Law Firm module.  Use the following guidelines to accomplish this:
  • Navigate to People \ Firms & Vendors
  • Retrieve the firm in question
  • In the Manage sector on the firm's page, identify the Administrator
     Law Firm Admin.png
  • Transfer to the Staff tab, retrieve the profile of the former Firm Administrator; turn the green Administrator button red
Staff Profile Green.png
  • Similarly, from the Staff tab, retrieve the profile of the new Firm Administrator; turn the red Administrator button green
Once the Administrator has been updated, the Login ID and password should also be changed.  Changing user credentials is performed in the Administration module.  To do so:
  • Navigate to the My Lawtrac \  Application Administration \ Firms & Vendors \ Change Credentials
  • Select the firm in question; now select the Edit pencil to the right of the Administrator
Change Creds.png
  • Input the new Login ID and password 

new password and id.png

Provide the credentials to the law firm