Help Articles for Users

Articles for Users

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How to Manage Roles Assigned to a User

Learn how to assign, update, or remove user roles in eCourtDate to manage permissions and ensure proper access control.

Roles and Permissions

Control user access in eCourtDate with configurable roles and permissions to enhance security and align access with staff duties.

Roles and Permissions

How to Switch Agencies

eCourtDate's multi-agency feature allows you to switch between agencies to manage clients and contacts in different jurisdictions or departments.

How to Switch Agencies

How to Filter Assigned Clients by Users

Filter Assigned Clients by Users streamlines client management by allowing users to easily view and organize clients based on assigned users, improving workflow efficiency and collaboration within eCourtDate.

How to Manage Users

Users are internal staff members who should have access to an eCourtDate agency. A user may have access to multiple agencies and varying roles and permissions.

How to Manage Users

How to Create a Passkey

eCourtDate now supports passkeys - a faster, more secure way to log in that replaces both passwords and traditional multi-factor authentication (MFA).

How to Create a Passkey

How to Reset Your Password

Resetting your password is a two-step process. First, you need to request a password reset link. Then, you need to use the link to update your password.

Troubleshooting Guide for Logging In Issues

Getting help with logging in for the first time

How to Edit Your User Profile

Edit Your User Profile allows users to personalize and update their information for a customized and professional online presence within eCourtDate.

Get Help from the eCourtDate Team

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