IF THESE INSTRUCTIONS DO NOT MATCH WHAT YOU SEE ON YOUR SCREEN...
You may be using our older Legacy website. To access those instructions, click here.
The following roles may be assigned to any Firm User account via the efiling system.
- Firm Admin: Firm Administrators have full control over Firm Accounts. Firm Admins may assign other users as Firm Admins to provide them with elevated user privileges that will allow them to add/remove Payment Accounts or to edit/remove other users or attorneys from the Firm Account.
- Filer: This is a standard Firm User, the default role for any new Firm User account.
- Criminal Filing: Criminal Filer options allow filers to submit criminal cases via the efiling system. Only the court may assign Criminal Filing options to an efiling account.
To view these roles or to edit user roles, please select one of the options below.
NOTE: You must be a Firm Administrator to view or edit these roles.
FOR MOST STATES
Click the "hamburger" menu (three-line) button at the top left corner of the screen, select Firm Management, then and select Firm Users.
Once at the Users page, select one of the users by clicking the Edit (Pencil) icon to the right of the user's name.
The user's details - specifically their First Name, Middle Name, Last Name, Email, and User Roles - will be displayed in the window that appears.
To add or edit user roles, click one of the roles to add or remove the checkmark from the checkbox next to the new role. Click the blue Save button to lock in your changes.
FOR LOUISIANA
Click the "hamburger" menu (three-line) button at the top left corner of the screen, then select Firm Users.
Once at the Users page, select one of the users by clicking the Edit (Pencil) icon to the right of the user's name.
The user's details - specifically their First Name, Middle Name, Last Name, Email, and User Roles - will be displayed in the window that appears.
To add or edit user roles, click one of the roles to add or remove the checkmark from the checkbox next to the new role. Click the blue Save button to lock in your changes.