How to Manage Users

Users are internal staff members who should have access to an eCourtDa

Loading...
  1. Home
  2. Users
  3. How to Manage Users
To use this article: sign in to eCourtDate here.

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.Navigate to user
  • Complete the Create User form.fill form to add user
  • Name and Email are required fields.
  • Super Admin: to make the user a super admin, keep the Super Admin checkbox checked. add user as a super admin
  • 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.Click 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. user added to list

If the user does not have an existing eCourtDate account, they will be sent a link to choose a password and a link to verify their email. A temporary password is not sent for security reasons.Change password

Password changed

How to Edit a User

To edit an existing user:

  • Click Admin > Users from the main navigation bar.navigate to user
  • Click the Edit button next to the user you want to edit.click edit button to update information
  • Update the user's name, email, phone, and role. update user information

updated role

  • Click the Save button to apply any changes.click save button to save 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.Trash a user

How to Deactivate a User

To deactivate a user profile from eCourtDate or to view all agencies that they have access to, follow these steps:

  • Login to the eCourtDate Console.
  • Click Users from the main navigation bar.navigate to user in console
  • Click the Edit button next to the user you want to remove.click edit button to view profile
  • Click the Detach Agency button from each agency.detach agency to remove user
  • You must be a super admin in each agency that you are detaching the user from.
  • Once all agencies are detached, the user profile will be deactivated.user removed

Note: if you are using a custom IDP, you should ensure that the user profile is removed in the IDP directory.

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.

click cannot login in case forget password

Get Help from the eCourtDate Team

See Help Options