Prerequisites
You are signed in with an Admin role (required; otherwise you’ll see “Performer must be admin”).
Both the paralegal and the attorney have user accounts.
Steps
Click on Admin
Click on User Management
Click on Add User
Type user's Email Address
Click on Role
Click on Individual Lawyer
Role Definitions are available in User management, customization and new roles can be created.
Click on SAVE
Click on Actions for newly created user.
Click on Check Delegate Accesses of newly created user
Type desired attorney's email address
In the Add delegate field, start typing the user's email (fastest way to find them in the dropdown).
Select the user's email (e.g., Arlene Santiago).
Click on select User
Click on Add
Save/confirm
Ensure the new user/s now appear in the delegate list for that user.
Click on X to close the Modal
How to Verify It Worked
Log in as (or impersonate) the user you just updated.
In the top-right, click Switch account.
Choose the account you added (e.g., “Arlene Santiago”).
You should now be acting as the attorney (the UI color/theme may change to indicate the switch).
Editing or Removing Access
Return to Actions → Check Delegate Access for the paralegal.
Use the remove/delete option next to an attorney to revoke access.
Troubleshooting
“Performer must be admin.”
Your account needs the Admin role. Ask an admin to grant it or perform the change.User (e.g. Paralegal or attorney) doesn’t appear in search.
Confirm the user exists and is active. Try searching by email and refresh the page.Can’t find the Switch account option when verifying.
Sign out/in, then recheck the paralegal’s delegate list to ensure the addition saved.
Notes & Tips
Typing the email address is the quickest way to find the attorney in the dropdown.
You can assign multiple users (i.e. attorneys) to a single user (i.e., paralegal)
Repeat the same process for each user (paralegal) on your list.