💡 To view the contents described below, you must have Customer Admin rights granted to your account. If either view is not displayed, please reach out to your Customer Success Manager and request access.
If you've been granted Customer Admin rights, you're able to adjust user settings by:
Adjusting user settings
Configuring identity and access management
Adjusting Laurel's settings
Adjusting Laurel's Assistant settings
Adjusting User Settings
Select the tab titled "User Management" underneath your profile name. You should see a list of users at your firm. The screenshot below provides an example:
If you'd like to adjust a user's settings, select the name of the user. You should now see their settings page:
To review what each tab contains, review our article on User Settings. After adjusting desired settings, select Save in the top right-hand corner for the account to update.
The following table describes the information required for a profile to be active within Laurel:
Field | Required | Type | Description |
First Name | Yes |
| User First Name |
Last Name | Yes |
| User Last Name |
Email Address | Yes |
| User Work Email Address |
Laurel User ID | Yes |
| User Laurel User ID (in Laurel context) |
User Home Timezone | Yes |
| The timezone the user considers their home |
Laurel Customer ID | Yes |
| Laurel Customer ID associated with User |
External User ID | Optional |
| User ID in Customer Context (ie. Uno etc.) |
Work Title | Optional |
| User Work Title (ie. Senior Associate) |
Roles | Optional |
| Option to assign as Laurel Admin or Customer Admin |
Access | Optional |
| Option to assign as Super or Support |