👥 User Settings

How do I see all users on my MinuteBox account?

From the  Settings screen:

  1. Click Users from the menu on the left of the screen.

How do I add a new users to my MinuteBox account?

Note: Only  Admins can add a new user to an account. If you are not an admin and wish to add a new user please contact your MinuteBox account administrator.

From the  Settings screen:

  1. Click Users from the menu on the left of the screen.
  2. Click the Add New User button located on the toolbar near the top right of the screen.

When adding a new user you  must add the user email. Role and Office are optional fields and are only relevant for organizing users into groups and adding permissions to their accounts. For example, you can add permissions based on Roles so that only law clerks or paralegals can create new entities.

How do I edit a user's details?

From the  Settings screen:

  1. Click Users from the menu on the left of the screen.
  2. View all users from the list of users.
  3. Use the users list to find the user you want to edit.
  4. Scroll to the left of the screen until you see the ••• menu.
  5. Click the ••• menu and select Edit.
  6. From here you can Edit the user details.

You get to the  Edit User options more quickly by right-clicking or control-clicking on a user record in the User List,

You can also hover over the user record in the  User List and push the E key on your keyboard to load the Edit User options.

You will be able to edit the following user details:

  • First Name
  • Last Name
  • Phone
  • Fax
  • User Enabled
  • User Admin
  • Roll
  • Office
  • Tags

How do I make a user an admin?

From the  Settings screen:

  1. Click Users from the menu on the left of the screen.
  2. View all users from the list of users.
  3. Use the users list to find the user you want to edit.
  4. Scroll to the left of the screen until you see the ••• menu.
  5. Click the ••• menu and select Edit.
  6. From here you can select the Admin for the user.

Note: Once a user is an Admin they can perform any operation on the system without limitation, including removing other users as admin. Be careful to control who is an Admin of your system. MinuteBox cannot make users an Admin and has no ability to recover accounts if Admin status is removed.

How do I delete a user?

From the  Settings screen:

  1. Click Users from the menu on the left of the screen.
  2. View all users from the list of users.
  3. Use the users list to find the user you want to edit.
  4. Scroll to the left of the screen until you see the ••• menu.
  5. Click the ••• menu and select Delete.
  6. A prompt will ask you to confirm the deletion. Click Confirm Delete

Note: This action cannot be undone. If you need to add the user again you will need to add user as a new user.

How do I manually enable a user?

From the  Settings screen:

  1. Click Users from the menu on the left of the screen.
  2. View all users from the list of users.
  3. Use the users list to find the user you want to edit.
  4. Scroll to the left of the screen until you see the ••• menu.
  5. Click the ••• menu and select Edit.
  6. From here you can toggle the Enabled option for the user.

How do I manually disable a user?

From the  Settings screen:

  1. Click Users from the menu on the left of the screen.
  2. View all users from the list of users.
  3. Use the users list to find the user you want to edit.
  4. Scroll to the left of the screen until you see the ••• menu.
  5. Click the ••• menu and select Edit.
  6. From here you can toggle the Disabled option for the user.

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