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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9. Click the ‘Update’ button to save the information and complete creating the new user.
To Replace an Existing User:
The first step in replacing an existing user is to deactivate the former user, in order to free up that user’s license for the new user. Users cannot be deleted from the system. DO NOT simply edit the user card or contact card of the former user by replacing the information from the former user with that of the new user. Doing so will cause the system to indicate that actions previously taken by the former user were taken by the new user, even if the new user may not have been employed by your firm at that time. It is not recommended that you attempt to replace the former user with the new user on actions that have already been completed, as this will prevent you from later determining who actually performed a specific action.
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