You must be a Super Admin user or have the following permissions: create users update 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 Create a User
- Click Admin > Users from the main navigation bar.
- Complete the Create User form.
- Name and Email are required fields.
- Super Admin: to make the user a super admin, keep the Super Admin checkbox checked.
- Non Super Admin: click to turn off Super Admin. You will then be able to select the role for the user.
- Notify: to send a welcome email to the user, keep the Notify checkbox checked.
- Click the Create button.
What to Expect
After creating, you should expect to see the user added to the users list. If Notify is checked, the user will receive a welcome email for the agency they are added to.
If the user does not have an existing eCourtDate account, they will be sent a link to choose a password.
How to Edit a User
To edit an existing user:
- Click Admin > Users from the main navigation bar.
- Click the Edit button next to the user you want to edit.
- Update the user's name, email, phone, and role.
- Click the Save button to apply any changes.
How to Remove a User From an Agency
To remove a user, click the Edit button next to the user you want to remove. Then click the Tools > Trash button. The user access to the agency is removed immediately.
How to Delete a User
To remove a user from eCourtDate or to manage their access to multiple agencies, follow these steps:
- Login to the eCourtDate Console.
- Click Users from the main navigation bar.
- Click the Edit button next to the user you want to remove.
- Ensure the user is not assigned to any agencies.
- Type Confirm in the Delete User form and click the Delete button.
Note: you must be a super admin to delete a user.
How to Reset a User's Password
Users can reset their own password by clicking the Can't login to your account? link on the login page.