All users (firms, clients, and third parties) that access the portal are required to use security credentials (i.e. a loginID and pasword). These credentials provide first level security, and also enable the system to associate the user with a role.

The role is used to determine (1) the type of data that the user is entitled to see, (2) the scope of that data. For example, a fee earner will only be able to see client data that is directly related to their case assignments. Note also that only those users or clients directly related to your organisation are displayed.

The Credentials Admin page enables you to:

• View User LoginIDs and Passwords for your organisation
• View Client LoginIDs and Passwords
• Change your personal password

The special menu buttons marked with a key symbol are used to perform these functions.

Note that all users are automatically allocated with default credentials based on information supplied in the case transaction data.

In the case of clients, the default site security policy is set to not forward client data to this portal, unless explicitly allowed by the individual client, as described in our Privacy Statement. Therefore, if you cannot see a client's credentials in the clients table, then most likley the client has not opted-in to have their personal data forwarded, and he or she will not be able to view case status reports.