As firms and companies are creating individual logins for each user, it would be great to see some functionality around managing those logins at an organizational level. Things like the following: 1. Allow users to associate their personal account with an entity account (allowing an administrator to manage relationships on their behalf). 2. Build account relationships in bulk between users and fee payment methods (one-to-many, ...more »
We should be able to appoint administrators of the customer number, who would be able to make changes to the staff associated with the attorneys/agents sign-ins.
If attorneys/agents must add the paralegals authorized to sign-in to their account, they should also be able to appoint a non-attorney/agent administrator or administrators, who can remove paralegals for them.