LawToolBox Support

In the LawToolBox admin portal, you can modify individual users' permissions to restrict access to specific features or actions in LawToolBox.

Manage Preferences:

Sign in to admin.lawtoolbox.com  > Click on the "Users" tab > Manage Users

1) Toggles:

• On - "Editor rights" or disable to restrict to "view" only user (e.g. attorney) (New feature 12/4/2023)
• On - "Admin Access" to grant admin.lawtoolbox.com access
• Off - "Private User" hide data from firm-wide reports
• On - "Email Reminder"  7-day email reminders
• Off - "Teams reminder"  user grant permission to enable 
  • Learn more: Admin: Schedule Teams Reports via LawToolBox bot
  • The user must sign in to the Teams LawToolBox app 
  • FAQ - Reports - Teams Scheduled Reports via bot notifications

2) Actions: User Details

Click "actions" to edit

• Time Zone preference for appointments
• State Preference - ruleset selection for new matters
• Phone Number and Address

3) Manage Permissions

For each user, click on the user's "Editor Rights" 

or click on the name to bring up the menu to customize the permissions

4) Customize Permissions (Optional)

Click on the user name to set custom permissions

You have the ability for each user to set permission depending on each user and what features they should be able to access.

Results: 

________________________________________________________

NOTES:

1. When FAQ - Importing users in LawToolBox, we don't yet offer the ability for permissions to be set for view-only access and/or restricting the ability to create matters. Our new import file will soon include this feature.

2. Viewing user permissions is currently visible one user at a time, LawToolBox is preparing a user permissions report soon that will allow admins to see reports summarizing permissions.