Users

The “Users” tab in Account Settings allows Admins to invite new Users, edit Users, reassign Matters and Events between Users, and view User information in one organized page. It also includes a search feature that makes it easy to find the exact User you’re looking for.

User Overview

By default, the Users tab displays all Users with an Active Status, providing essential information including:

• First and Last Name
• Initials
• Username
• Classification
• Role
• Hire Date
• Status
• Billing Rate
• Pay Rate
• Overhead %
• Last Sign In

You can sort by any of the categories listed above. You can also view all Users, including Deactivated ones, by pressing “Status” and “All” in the dropdown menu, or only Deactivated Users by pressing “Status” and “Deactivated” in the dropdown menu.

To search for a specific User, enter the User’s name or username into the search bar above the list of Users.

Edit User

There are a variety of editing options available from the Users tab. To edit a User, click the three dots to the right of their name and press “Edit”. The three dots will appear next to the furthest right column. 

The User Information page will now appear, and you will be able to edit all User information. 

• To deactivate a User, change their Status from “Active” to “Deactivated”. You can also deactivate a User by pressing “Deactivate” after clicking the three dots to the right of their name.
• To reset a User’s password, click “Reset Password” on the bottom of the page.
• To change a User’s Role, select a new Role in the dropdown menu next to “Role”.
• To individually edit User permissions, click the “i” icon next to “Role” and check the boxes of the permission you wish to grant. Scroll down and press “Create” to save the changes.
• To save changes made to User information, press “Save” at the bottom of the page.

Add a New User

You can invite members of your organization to join Clarra by adding them as a New User. Simply enter their information and press “Save”, and an invitation to Clarra will be sent to the email address entered.

To Add a New User:

• Press the “+ Add New User” button on the right side of the page
• Select the User Type
  • Standard User — An internal User who is a member of your company
  • External User — An external collaborator, such as a co-counsel, who needs access to perform tasks in the Clarra workspace you invite them to. They are billed under their primary account, not yours.
  • ClarraView User — An external stakeholder, such as a client, who only needs to view information on Clarra. They do not have access to perform tasks, instead ideal for oversight or reporting purposes. Their access is paid for by your account at a reduced rate.
• Choose a Username
• Choose a Password
  • Click “Generate” to auto-generate a Password for the User
  • By default, the Password will not be visible to you, click the “eye” icon to see it
• Choose whether or not to email the login information to the User
  • By default, the box will be checked to email the new User their login information
• Enter the Email Address to be associated with the User’s account
• Enter the User’s First Name
• Enter the User’s Middle Name (optional)
• Enter the User’s Last Name
• Enter the User’s Initials
  • This will help identify the User in various sections across Clarra
• Enter the User’s Billing Rate (per hour)
  • This is the rate your company bills Clients for this User’s time
• Enter the User’s Pay Rate (per hour, optional)
  • This is the User’s equivalent compensation for their Billing Rate
• Enter the User’s Overhead %
  • This represents the additional costs associated with employing someone as a percent of their base salary or wages
• Enter the User’s Position/Job Title
• Select the User’s Classification
  • Default options include Clerical Staff, Lead Lawyer, Other Lawyers, and Paralegals / Law Clerks
  • You can edit the available Classifications by going to the “Users” tab in “Properties”, selecting the three dots to the right of “Classification”, and pressing “Edit”
• Enter the User’s Employee ID (optional)
• Enter the User’s License
  • Select the State
  • Enter the License Date
  • Select the License Status (Active or Inactive)
• Enter the User’s Hire Date
• Enter the User’s Termination Date (optional, useful for recordkeeping following deactivation)
• Select the User’s Status (Active or Deactivated)
• Select the User’s Role
  • Choose whether the User will be a Standard User, Admin, or Super Admin
  • Different Roles have different permissions on Clarra
• Select the User who manages this new User
• Select the User this new User reports to
• Press “Save”

Adding Users with Single-Sign On Enabled

If your company has enabled SSO Authentication, enter the new User’s Google account email address or Microsoft Outlook account email address when adding them as a new Clarra User. They will need to use the associated email address to login to Clarra. Only one of Google or Microsoft SSO can be enabled at a time.

Reassigning Matters and Events

If one User is taking over the responsibilities of another User, Clarra provides an efficient way to seamlessly transfer their Matters and Events. With the “Copy or reassign user” feature, you can move all or selected Matters and Events from one User to another.

To Copy all Matters and Events from one User to another:

• Click “Copy or reassign user” above “+ Add New User” on the right side of the screen
• Select the User to copy in “From User”
• Select the new User in “To User”
• Choose the Effective Date of the change
• Press “View Matter List” to see which Matters will be reassigned
• Press “COPY ALL MATTERS AND ALL EVENTS”

To Copy selected Matters and Events from one User to another:

• Click “Copy or reassign user” above “+ Add New User” on the right side of the screen
• Select the User to copy in “From User”
• Select the new User in “To User”
• Choose the Effective Date of the change
• Press “View Matter List” to see which Matters will be reassigned
• Click “HERE” in the line next to the “COPY ALL MATTERS AND ALL EVENTS”
• Select which Matters to copy by checking the box to the right of each Matter
• Press “Copy Selected Matters”