- How to Create a PasskeyPasskeys are a faster, more secure way to log in, replacing passwords and MFA so you sign in with your device's built-in authentication.
- How to Edit Your User ProfileUpdate your name, title, phone, extension, preferred language, and photo on Your Profile, then set your theme in Preferences.
- How to Filter Assigned Clients by UsersFilter the Clients list by assigned user so you see only the clients one team member is responsible for, then export those results.
- How to Manage Roles Assigned to a UserControl what each team member can access by creating and assigning custom roles, so everyone has the right level of permission.
- How to Manage UsersAdd people to your agency, assign roles, review permissions, and remove access from the Users page in eCourtDate as a Super Admin.
- How to Reset Your PasswordReset your password to regain access to your eCourtDate account when you have forgotten your credentials or your password expired.
- Roles and PermissionsRoles pair enabled permissions with hidden navigations so every person at your agency reaches only the records and screens their job needs.
- Troubleshooting Guide for Logging In IssuesResolve login issues by resetting your password, clearing your browser cache, or switching to a supported browser to regain access.
- How to Switch AgenciesMove between the agencies you belong to with the agency switcher in the page header, the Command or Control plus S shortcut, or the Agencies page.
Users
How to manage users and roles to restrict permissions in eCourtDate.