This article describes how to add and manage new members of the Firm to ACL software

**Adding ACL users is a two-step process. 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

Step One

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 Step Two.**

• At the top of the dialog, click Add User in the User Details section.

A user profile can be set up in two ways

• As an ACL User - the user is required to use a Login Name and a password to access ACL
• As a Windows Domain User - the user will bypass the login screen and ACL will open automatically

ACL User

1. Select ACL User
2. Set a Login Name - This does not appear in documents
3. Set a Display Name - This does appear in documents
4. Create a Password - Is not required, can be left blank to log in without
5. Select a  role - User or Admin  (The Admin role is described here)
6. Click OK

Windows Domain User

• Select Windows Domain User
• Click the magnifying glass to open the Select User or Group window.

1. Enter the Users name
2. Click Check Names - If the name does not appear automatically another window will open and you will select the name from a list.
3. Click OK
4. Select a Role - User or Admin and enters the users email address
5. Click OK

Step Two

Once the user profile has been created, the remaining information can be added to the member profile.

1. Select a descriptive,- Lawyer is the default setting
2. Select an Honorific
3. Enter Name
4. Initials will autofill based on the name but may be edited
5. Designation automatically matches the Description but may be edited
6. Enter LSO Registration No.
7. Enter Account Code if required
8. Enter Year of Call
9. Enter the City of residence of the member, which will autofill Municipality
10. Enter the Telephone, Fax and Email
11. Select options for  Use on Fax Cover and Use on Court Forms
12. Select all locations the firm member should be assigned to, at least one must be selected if there are multiple options
13. Click Add Another or OK to finish

Removing a Firm Member

Before a firm member is removed, please complete the following.

Generate the Active Files Report.  

Go to Menu > Reports > Active Files.

Search for the firm member that will need to be removed within the Lawyer field and review the files the firm member is currently listed on:

The files listed in the Active File Report should be reviewed, and a new firm member should be assigned into the relevant sections within the File Details page of ACL (Primary or Overseeing Lawyer, Additional Firm Members).

If the firm is using the ACL Task Manager, ACL tasks will need to be reassigned to a new firm member.  

Go to Menu > Tools> Reassign Tasks.  

1. Choose Replace and select the firm member who will need to be removed, and then select the firm member to reassign the tasks to.  

2. Click Show Affected in order to view all tasks that will be affected.

   

3. Click OK to reassign the tasks.  A screen will appear showing that all tasks were reassigned.

   

The firm member can then be deleted by highlighted the firm member, and clicking Delete.