This article describes how to add and manage new firm members within ACL 5.2 software 

**ACL 5.2. Review all steps before proceeding**

Firm members must be added to ACL in order to have access to the software, and to be able to select their names for court forms and/or for correspondence.

Add a Firm Member

To access the Firm Member database

• Go to Menu > Data > Firm Members

• Click Add Firm Member

If Lawyers/Assistants/Paralegals or other firm members need to access ACL, the first step is to create a user profile.

**If the firm member does not require ACL access, please go to Not an ACL User**

A user profile can be set up in two ways:

• An ACL User(user is required to use a Login Name and a Password to access ACL)
• An Active Directory User (user will bypass the login screen and ACL will open automatically).

ACL User

1. Select Login Type User with Password
2. Set a Login Name - This does not appear in documents
3. Create a Password - must be 3 characters or longer
4. Enter the User's Honorific
5. Enter User's Full Name - This does appear in documents
6. Enter User's Initials
7. Enter User's Email
8. Select the Role (User or Admin)
9. Enter the Professional Details - Different options will be presented based on selections made
10. Complete the Contact and Firm associations page

Active Directory User

Click the magnifying glass to open the Select User or Group window

1. Enter the User's name
2. Click Check Names. If the name does not automatically appear, another window will open for the name to be selected from a list. Highlight the name and click OK. If a user cannot be found, try searching by last name only.
3. Click OK in the main window

Complete the Member Profile

1. Enter the User’s preferred Honorific.
2. Enter the User’s Initials
3. Select the Role (User or Admin)
4. Enter the Professional Details.  Different options will be presented based on selections made
5. Complete the Contact and Firm associations page

**Full Name is how a firm member’s name appears in documents.**
** Full Name and Email will generate from the user’s Active Directory Profile**

Not an ACL User

If Lawyers/Assistants/Paralegals or other firm members do not need to access ACL, but still are required to appear for court forms and/or for correspondence:

1. Select Login Type Not an ACL User
   
2. Enter the User’s preferred Honorific.
   
3. Enter the Full name - This appears in documents
   
4. Enter the User’s Initals
   
5. Enter the User’s E-mail
   
6. Enter the Professional Details. Different options will be presented based on selections made
7. Complete the Contact and Firm associations page