This article covers the following:
- Using the Legal Request Welcome Page
- Managing Legal Request Groups
- Editing an Existing Legal Request User Group
Using the Legal Request Welcome Page
You can customize a welcome message that appears on the homepage for Legal Request Only users. This message displays on their CounselLink homepage upon login.
You must have the Legal Request Admin role to access this page.
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Click Legal Request Welcome Page from the QuickLinks section of the Corporate Profile page. The Legal Request Welcome Page displays.
- Optional: Select or clear the checkbox above the editor to determine whether to use a customized message.
- Edit the message as needed.
- Click Save.
The updated message will appear for Legal Request Only users at login.
Managing Legal Request Groups
Legal Request User Groups determine which users can view or act on legal requests at specific workflow steps.
Users need the Legal Request Admin role to access this page.
You can manage these groups from:
The Corporate Profile page (QuickLinks), or
The Administration panel on the homepage.
Selecting the link opens the Manage User Groups page, where you can create or edit groups.
If the group will be used in a workflow, contact Customer Care with the Group ID and the workflow task(s) to which the group should be assigned.
Creating a Legal Request User Group
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Click +Create Group. The Create New Usergroup window displays.
- Enter a Group Name.
- Select an Office of users to add to the group. Once you select an office, click Add All Users to add all users from that office.
- Enter Users. As you type in this box, matching users appear. Select a user to add them.
- Click Save.
Editing an Existing Legal Request User Group
To edit a group:
On the Manage User Groups page, click the pencil icon next to the group name.
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Make any of the following changes:
Update the Group Name (required field).
Add users.
Remove users (confirm removal when prompted).
Click Save.