Delegate access lets one Nexl user switch into another user's account and work on their behalf — for example, a paralegal managing a lawyer's contacts and activity. Admins set this up in User Management.
Tip:
The Main account is the person who will receive access, usually the paralegal or assistant. You then add the account they need to access, usually the lawyer. Always start from the person who needs access, not the lawyer.
If you want… | Open Actions for… (Main account) | Then add… |
Arlene (paralegal) to access Jennifer's (lawyer) account | Arlene | Jennifer |
Priya (assistant) to access two partners' accounts | Priya | Both partners, one at a time |
Addresses the main source of confusion before the admin clicks anything.
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 Nexl user accounts.
Steps
Click on Admin
Click on User Management
Find the person who needs access (e.g. the paralegal) in the user list. Search by name or email if needed. This person is the Main account.
Click on Actions for newly created user.
Click on Check Delegate Accesses.
Check he Main account shown should be the person who needs access (e.g. the paralegal), not the lawyer. If it shows the lawyer, close the window and go back to step 3.
In the Add delegate field, start typing the email of the account they need access to (e.g. the lawyer), then select them from the dropdown.
Click on Add
Confirm the lawyer now appears in the delegate list, then save/confirm.
Click on X to close the Modal
How to Verify It Worked
Log in as the user you just updated.
In the top-right, click Switch account.
Choose the account you added (e.g., “Jennifer Gopez”).
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.