Creating and Editing Delegate Users

After a master user creates the initial account, it can be beneficial to have multiple user accounts.  This will allow different users to select, view, and edit different hearing information.  

New user accounts must be created by the master account holder. The master account holder can also edit a delegate user's information at any time. The only exception involves name changes. A delegate user's name can be changed by the master user within the first 30 days of account creation, after that please open a ticket letting us know the details of the name change. This link will provide more information on Creating a Support Ticket.

PLEASE NOTE: Once a delegate user has been created, it cannot be deleted.  Hearing records and activities are tied to that account, so the account must continue to exist, however, the account can be disabled. Disabling the account will prevent the user from having any access to your account or to Docketly. The information on disabling a Delegate User is listed below.

To Create a Delegate User

1. From the home screen, click the blue "Users" button on the left hand side.
   
   
   

2. This will take you to the Users page for your account. You should see your user information already listed.

3. Click the orange "Add" button at the bottom of the list.

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4. This will take you to the User Edit Page. Fill out the information for the delegate user you wish to create. Any field with a red asterisk is required and must be filled out before saving

   • The "Username" field will default to the input email address. It can be adjusted, if desired.

   • Make sure the box next to "Send user a link to set password" is checked.

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5. Once everything is filled out, click the orange "Save" button at the bottom of the page.

6. You will now be taken to the newly created User Page. You should see a link to your attorney page listed under their profile.

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To Edit a Delegate User

A Master User can edit any of their delegate User accounts.

1. From the home screen, click the blue "Users" button on the left hand side.

2. This will take you to the Users page for your account. You will now see your user information as well as that of your delegate users.

   • Be sure you have put a check mark next to "Include Disabled" to be able to view both enabled and disabled users.
     
     
     

3. Select the username of the delegate you wish to edit. This will take you to their User page.

4. Click the orange "Edit" button in the upper lefthand corner.

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5. From here you can edit their email, username, password, and notifications.

   • Here is a page regarding User Notifications.

6. Once you have made all the desired changes, please click the orange "Save" button at the bottom of the page.

To Disable a Delegate User

1. From the home screen, click the blue "Users" button on the left hand side.

2. This will take you to the Users page for your account.

3. Select the user name of the delegate you wish to disable. This will take you to their User page.

4. Click the orange "Edit" button in the upper lefthand corner.

5. Uncheck the "Enabled" box under "Security"

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6. Click on the orange "Save" button at the bottom of the page. The account will not be disabled until the "Save" button has been clicked.