This page will go through the process on how to create a new user for your Wise Owl Legal database.
- Select the tools and settings icon from the top menu bar
- Under tools, select either active users or manage users
- Select the New User button, located at the top of the page next to the page title. It is also located at the bottom of the page.
- Enter the new user details
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Roles: A quick way to allocate individual user rights is by selecting the most appropriate user role.
You will also need to determine if the user is using the Global rates for time billing or if they have their own and specify.
Once you are done entering the details for the user, press crease user.
Make sure you print the page that shows up with all the login details to PDF so that the user can set up their two factor authentication and login successfully.
To edit the user once created, head back to the Manage Users tab and click on the person's name to change their roles, rights or information.