Note: This article shows features that are only accessible to account administrators. If you do not see these options on your account and would like to make changes, ask another administrator to upgrade your access level to "administrator."
An account administrator must add all new users to their InfoTrack account in order to give each person access to the integration from within the firm's primary legal software. The person who initially set up the InfoTrack account will be an administrator by default.
Step 1
Log in to your InfoTrack account, navigate to the right side of the dark blue navigation bar at the top of the screen, and click the circle with your initials.
If you are an administrator, you will see the Account details option. Click it to continue.
Step 2
The Account screen will display an overview of your firm's information, including address and terms. Click Users in the tab at the top.
Note: Some integrations (Clio Manage, MyCase) automatically add users when each user signs into InfoTrack using the integrating software's credentials. If you are integrated with one of these softwares, you will be reminded to add users using this process instead of following the instructions below.
Step 3
Click Add User on the next screen and enter the details of each user.
To edit an existing user, find their names by scrolling or searching and click the Edit button on the right-hand side.
Important follow-up step: Firms that plan to eFile documents in Illinois, Indiana, Maryland, Nevada, Texas, and some California courts must also enroll each user in that court's back-end system. Learn more