Managing Users

The Users page lets you view all registered users, assign roles, link court staff to specific courts, and activate or deactivate accounts.

Viewing Users

Navigate to Admin > Users to see a searchable table of all users. You can search by email address and filter by:

  • Role -- Filter to a specific role (e.g., Clerk, Attorney)

  • Court -- Filter to users assigned to a specific court

  • Status -- Filter to Active, Inactive, or All users

User Roles

Every user has exactly one role. Roles determine what parts of the system a user can access.

Filer Roles

Role
Description

Attorney

Licensed attorney who files on behalf of clients. Must have a bar number

Pro Se

Self-represented litigant filing on their own behalf. Assigned a system-generated PIN

Org Admin

Administrator for a filing organization (e.g., law firm). Can manage organization members

Government

Government agency filer (e.g., District Attorney's office)

Court Staff Roles

Role
Description

Clerk

Reviews and processes filings in the clerk queue. Must be assigned to a court

Judge

Judicial officer. Can view filings routed for judicial approval

Judicial Staff

Staff supporting a judge. Same access as Judge role

Court Admin

Full administrative access. Can configure courts, users, fees, queues, and all other settings

circle-info

Court staff roles (Clerk, Judge, Judicial Staff, Court Admin) should be assigned to a court. Without a court assignment, staff users cannot see filings in their queue.

Editing a User

  1. Click the pencil icon on a user row.

  2. In the edit dialog, you can change:

    • Role -- Select the user's role from the dropdown

    • Assigned Court -- Link the user to a court, or select "No court assigned" to remove the assignment

  3. Click Update.

circle-exclamation

Activating and Deactivating Users

Use the Active toggle switch on each user row to activate or deactivate an account.

  • Deactivated users cannot log in or access any part of the system

  • Reactivating a user restores their access with the same role and court assignment

You cannot deactivate your own account.

How Users Are Created

User accounts are created through the registration and onboarding flow, not directly from the Admin Panel. When a new user registers:

  1. They create an account via the login page

  2. They complete the onboarding form (role selection, bar number, contact info)

  3. Their account appears in the Users table

As an admin, your job is to verify the user's role is correct, assign court staff to the appropriate court, and deactivate any accounts that should not have access.

Last updated