User Management

Thread users can perform varying functions depending on the roles and permissions given. By default, all users can create, edit, view, and delete matters, and view and edit matter documents. However, you can grant and restrict the permissions of users depending on their role in your organization. 

Adding New Users

New users can only be added to Thread if they already exist on your company’s database, have a Microsoft 365 account, and have an appropriate Microsoft 365 license.

 
1. Click on the Settings icon at the bottom left of the menu. Under the Team Management tab in the left pane, click Users.  

 

2. Click + Import new User at the top right corner. 

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3. The Import a User from Office 365 tab will appear. Fill in all the details.  

 

            1. Choose the new user role or type. 

            2. Include a rate. 

            3. Enter the office location. 

            4. Search for the Office 365 users here. 

4. Click Save to add the new user. 

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Editing User Details

You may need to edit a user’s details to change the rate or a user’s role or to grant or remove permissions and access.  

1. Click on the Settings icon at the bottom left of the menu. Under the Team Management tab in the left pane, click Users.  

 

2. Select the user you would like to edit the details of and click Edit at the top. 

 

3. The Edit User tab will pop up. Edit details about the user including their role or user type, rate, initials, and office location. You can also include target hours for the user. 

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            1. Grant or remove access and permissions by changing the user type. 

            2. Change the user rate. 

            3. Edit user initials. 

            4. Include target hours per annum. 

            5. Change the user’s office location. 

4. Click Save when finished.  

 

Deleting Users  

If a Thread user no longer uses the application, or if you want to delete them from Thread for any reason, you can do this easily.  

1. Click on the Settings icon at the bottom left of the menu. Under the Team Management tab in the left pane, click Users.  

2. Select the user you would like to delete and click Delete at the top. 

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3. A confirmation window will appear asking you to confirm your decision. Click OK. 

Deleting the user will not change any of the information currently held within Thread Legal. You will still see any matters, documents, etc., associated with the user, but they will no longer be able to access Thread. 

Deleting a user from Thread does not delete them from your organization's database. To do so, please contact your MS Office 365 administrator.  

 

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