Managing users in SmartAdvocate involves two separate but related functions, adding new users and replacing existing users. You will need to have Admin rights to perform these tasks.
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To Create a New User:
1. Click the ‘Admin’ tab on the top tool bar and then select ‘Users’ from the dropdown menu.
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2. Click the ‘New User’ tab in the upper left corner of the Users Page.
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3. Enter the required information for Login Name and Password (the login name is not case sensitive; the password is).
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5. Complete the contact card for the new user.
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IT IS ESSENTIAL THAT YOU ENTER THE EMAIL ADDRESS FOR THE NEW USER AND MARK THAT EMAIL ADDRESS AS PRIMARY, as SmartAdvocate requires an email address to perform many critical tasks. It is suggested that you do not complete the Contact Miscellaneous Details (Date of Birth, SSN, etc.) portion of the contact card for users. |
6. Add Add your firm as the Organization on the contact card which, by default, will use the firm’s address and phone numbers for the contact.
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