Working with User Accounts

Initial Setup – When you signup for ePITS, the Login ID specified (ID and Password that is emailed to you) is used to create an “Attorney” user account. An entry is made automatically in the Attorney Master List for that attorney as well. Only Attorneys and Admin Users will be able to access the User Accounts screen.

Accessing the User Account Screen – On the Site Plan click 'System Options', 'User Accounts'. The following features are available on the User Accounts screen:

1. Create an account for Attorney – Each client case that you enter in ePITS will be assigned to a specific attorney that is defined in your ePITS account. Please follow these steps to add a user account for use by an Attorney:

· Attorney User Account - Enter all attorney user account information in the boxes at the top of the screen. Make sure that the value entered for 'Login ID' matches the value for 'Atty ID' on the corresponding Attorney Masterlist record. Also be sure to select 'Attorney' from the permission list. Click 'Save'. Repeat this step for each attorney that will be using ePITS.

· Attorney MasterList - On the Site Plan click 'MasterLists', 'Attorney Masterlist'. Click 'Add New' button. Enter all attorney information and click 'Save'. Repeat this step for each attorney that will be using ePITS.

2. Create an account for Staff personnel- In addition to the attorney(s), you must create a user account for each person that will be using ePITS.

Enter all user account information in the boxes at the top of the screen. Make sure to select 'User' from the permission list. Click Save. Repeat this step for each person that will be using ePITS.

3. Modify a User Account – All attributes for a user account may be modified except the Login ID. If you wish to change the Login ID for a user you must create a new user account with the desired Login ID, then delete the old user account.

In the bottom section of the User Accounts screen click on the user account to be modified. This will highlight the selected row and load the edit boxes at the top of the screen with the selected information. The password boxes will remain empty to protect the integrity of the secret password.

· User Name - To change the User Name, type the new User Name in the box at the top of the screen. Click ‘Save’.

· Permission – To change the Permission level, select new permission from the list and click ‘Save’.

· Password – To change the Password, type the new password in both the ‘Password’ and ‘Retype Password’ boxes at the top of the screen, then Click ‘Save’.

4. Delete a User Account – Your ePITS account must contain at least one user account with ‘Attorney’ permission. Other than that any other user account may be deleted. To delete a user account click to highlight the account record, then click the 'Delete' button.