How to Add a Solicitor
Solicitors are individuals whom you can assign tasks to, but who do not have credentials to log in to your Eleo database.
- To add one, click on the profile icon in the upper right-hand corner of your screen in your Eleo database, and then on Site Settings.
- Scroll to the second section of this screen titled 'User Accounts' and click on 'Additional Solicitors'.
- Next, click on 'Add Solicitor'.
- Fill out the information on this screen and click on 'Save'.
- Enter the solicitor's first name and last name. Keep the toggle set to active to indicate that this is an operational solicitor associated with your account. However, you can edit the toggle to update it to inactive at any time. If you do this, make sure to click 'Save' for this action, which will return you to your list of solicitors in the Solicitor Search of your Site Settings.
- We strongly suggest inactivating rather than deleting for both Solicitors and User Accesses.
- Enter the solicitor's first name and last name. Keep the toggle set to active to indicate that this is an operational solicitor associated with your account. However, you can edit the toggle to update it to inactive at any time. If you do this, make sure to click 'Save' for this action, which will return you to your list of solicitors in the Solicitor Search of your Site Settings.
