How to Assign Clients to Users Manually

Assigning Clients to Users allows client assignment Manually in eCourtDate for Court Administrators and Staff.

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Last updated 9 months ago

How to Assign Clients to Users Manually

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Assigning Clients to Users allows client assignment Manually in eCourtDate for Court Administrators and Staff.

Why Use Assign Clients to Users Manually?

Use Assign Clients to Users to allocate clients to specific users in eCourtDate.

Prerequisites

Assign Clients to Users Manually requires existing users and clients in the eCourtDate system. If you still need to create users or clients, please refer to our guide on How to Create Users and How to Create Clients.

How to Use Assign Clients to Users Manually

Step 1) Click on the global search from the top navigation to go to the client you want to assign the user.

search for clients in the top navigation search bar

Step 2) Enter the user to whom you want to assign the client and click on Save.

assign client to users

What to Expect

After saving, the selected client will be assigned to the chosen user. The user can view and manage the assigned clients in eCourtDate.

Frequently Asked Questions

Question: Can I assign multiple users to a client at once?
To assign multiple users to a client simultaneously, choose the user from the Assigned Users list and hit the "Save" button.

Question: Can I remove an assigned user from a client?
Answer: Absolutely! To remove clients assigned to a user, navigate to the client's profile, find the "Assigned Users" section, and deselect the user you wish to remove.

Question: What happens if I assign a client to multiple users?
Answer: If a client is assigned to multiple users, all the assigned users will have access to view and manage that client's information. However, remember that any updates or changes one user makes will be visible to all assigned users.

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