Rocket Matter Knowledge Base AdminHow do I apply "Of Counsel" access to a User account?

How do I apply "Of Counsel" access to a User account?

"Of Counsel" Access is designed to provide restricted access for outside counsel, temporary collaborators, or anyone you want to give restricted access to.   Users with  “Of Counsel” permissions can add and view their own billable activity, but are unable to view or edit other Users’ billable activity in “Recent Billable Activity” and in the Billable Activity Report.  “Of Counsel” Users are not able to apply or accept payments, or  add, edit or delete Matters.  This is how you apply "Of Counsel" access for a User's account:

1.  Navigate to the Admin section by clicking "Settings" on the Navigation Panel.

1.  Navigate to the Admin section by clicking "Settings" on the Navigation Panel.

2.  Click "Manage Users".

2.  Click "Manage Users".

Note:  Only an Administrator can change permissions.

3.  Select the User you want to apply "Of Counsel" access to.

3.  Select the User you want to apply "Of Counsel" access to.

4.  Click on the "Of Counsel" checkbox.

4.  Click on the "Of Counsel" checkbox.

5.  Scroll down, and click "OK" to save your settings.

5.  Scroll down, and click "OK" to save your settings.

Need more help?

Contact our Award-Winning Support Team at (888) 432-1529 or support@rocketmatter.com