{"id":224,"date":"2024-12-13T19:33:11","date_gmt":"2024-12-13T19:33:11","guid":{"rendered":"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/user-account-management\/"},"modified":"2025-06-12T15:54:28","modified_gmt":"2025-06-12T15:54:28","slug":"user-account-management","status":"publish","type":"question","link":"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/user-account-management\/","title":{"rendered":"User Account Management"},"content":{"rendered":"<p>Managing the users now happens in a new Bloomberg Industry Group Customer Admin Portal.<\/p>\n<p><em>If you are unable to access this tool, please reach out to the administrator at:\u00a0 <a href=\"mailto:hburdette@bloombergindustry.com\">hburdette@bloombergindustry.com<\/a><\/em><\/p>\n<h2 id=\"LoginDocs-AdminPortalQuickReference(accountadminsonly)\"><strong>Customer Admin Portal (account admins only)<\/strong><\/h2>\n<p>URL:\u00a0<a class=\"external-link\" href=\"https:\/\/profile.bloombergindustry.com\/cpoc\" rel=\"nofollow\">https:\/\/profile.bloombergindustry.com\/cpoc<\/a><\/p>\n<p><strong>To add a user:<\/strong><\/p>\n<p>Start on the Manage Products tab and select the product you would like to update in the Select Your Product dropdown.<\/p>\n<p>This will populate the subscription available to you.\u00a0 When it appears, click the Manage Users icon.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-225 size-full\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-39-57-1.png\" alt=\"\" width=\"975\" height=\"279\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-39-57-1.png 975w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-39-57-1.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-39-57-1.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/p>\n<p><span class=\"confluence-embedded-file-wrapper confluence-embedded-manual-size\"><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/confluence.bna.com\/download\/attachments\/1756710034\/image-2024-12-13_13-39-57-1.png?version=1&amp;modificationDate=1734115198485&amp;api=v2\" alt=\"\" height=\"250\" data-image-src=\"\/download\/attachments\/1756710034\/image-2024-12-13_13-39-57-1.png?version=1&amp;modificationDate=1734115198485&amp;api=v2\" data-unresolved-comment-count=\"0\" data-linked-resource-id=\"1756710057\" data-linked-resource-version=\"1\" data-linked-resource-type=\"attachment\" data-linked-resource-default-alias=\"image-2024-12-13_13-39-57-1.png\" data-base-url=\"https:\/\/confluence.bna.com\" data-linked-resource-content-type=\"image\/png\" data-linked-resource-container-id=\"1756710034\" data-linked-resource-container-version=\"4\" \/><\/span><\/p>\n<p>This will bring up a new panel with 2 ways to add new users.<\/p>\n<p><span class=\"confluence-embedded-file-wrapper confluence-embedded-manual-size\"><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/confluence.bna.com\/download\/attachments\/1756710034\/image-2024-12-13_13-40-6-1.png?version=1&amp;modificationDate=1734115207278&amp;api=v2\" alt=\"\" height=\"207\" data-image-src=\"\/download\/attachments\/1756710034\/image-2024-12-13_13-40-6-1.png?version=1&amp;modificationDate=1734115207278&amp;api=v2\" data-unresolved-comment-count=\"0\" data-linked-resource-id=\"1756710058\" data-linked-resource-version=\"1\" data-linked-resource-type=\"attachment\" data-linked-resource-default-alias=\"image-2024-12-13_13-40-6-1.png\" data-base-url=\"https:\/\/confluence.bna.com\" data-linked-resource-content-type=\"image\/png\" data-linked-resource-container-id=\"1756710034\" data-linked-resource-container-version=\"4\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-229 size-full\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-40-6-1.png\" alt=\"\" width=\"790\" height=\"207\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-40-6-1.png 790w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-40-6-1.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-40-6-1.png 768w\" sizes=\"auto, (max-width: 790px) 100vw, 790px\" \/><\/span><\/p>\n<ul>\n<li>If the user has already been created, but not given access to the subscription, they will appear under the Add Available Users tab. From that tab, you can search on the user you need to add, select the check box next to their name, and click Save Changes at the bottom.\u00a0 This will add the user to the subscription, and send an email with login instructions to the user.<\/li>\n<li>If it\u2019s a brand new user, you will use the Register New User tab. This will present a form to provide all of the necessary information about the user.\u00a0 Only email, first and last name, and country are required, but providing the additional data could be helpful when running reports on the users currently setup with access.<\/li>\n<\/ul>\n<p title=\"undefined\">\u00a0If you experience problems setting up the user, please contact\u00a0<a class=\"external-link\" href=\"mailto:help@bloomberglaw.com\" rel=\"nofollow\">help@bloomberglaw.com<\/a><\/p>\n<p><strong>To remove a user:<\/strong><\/p>\n<p>There are 2 ways to remove a user from a subscription:<\/p>\n<ul>\n<li>From the Manage Products tab select the product you would like to update in the Select Your Product dropdown.<\/li>\n<\/ul>\n<p>This will populate the subscription available to you.\u00a0 When it appears, click the Manage Users icon.<\/p>\n<p>A new panel will open that will display all users currently activated against that subscription.\u00a0 Search on the name you would like to remove, and deselect the checkbox next to their name.\u00a0 Click Save Changes, and this user will have their access removed.<\/p>\n<p><span class=\"confluence-embedded-file-wrapper confluence-embedded-manual-size\"><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/confluence.bna.com\/download\/attachments\/1756710034\/image-2024-12-13_13-40-21-1.png?version=1&amp;modificationDate=1734115222251&amp;api=v2\" alt=\"\" height=\"250\" data-image-src=\"\/download\/attachments\/1756710034\/image-2024-12-13_13-40-21-1.png?version=1&amp;modificationDate=1734115222251&amp;api=v2\" data-unresolved-comment-count=\"0\" data-linked-resource-id=\"1756710059\" data-linked-resource-version=\"1\" data-linked-resource-type=\"attachment\" data-linked-resource-default-alias=\"image-2024-12-13_13-40-21-1.png\" data-base-url=\"https:\/\/confluence.bna.com\" data-linked-resource-content-type=\"image\/png\" data-linked-resource-container-id=\"1756710034\" data-linked-resource-container-version=\"4\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-228 size-full\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-40-21-1.png\" alt=\"\" width=\"975\" height=\"470\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-40-21-1.png 975w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-40-21-1.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-40-21-1.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/span><\/p>\n<ul>\n<li>From the Manage Users tab search for the user you need to remove.<\/li>\n<\/ul>\n<p>Once you see the user, click the trashcan icon to delete this user.\u00a0 This will remove their access to all products and turn off any content-related emails they are currently getting.<\/p>\n<p><span class=\"confluence-embedded-file-wrapper confluence-embedded-manual-size\"><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/confluence.bna.com\/download\/attachments\/1756710034\/image-2024-12-13_13-40-27-1.png?version=1&amp;modificationDate=1734115228131&amp;api=v2\" alt=\"\" height=\"250\" data-image-src=\"\/download\/attachments\/1756710034\/image-2024-12-13_13-40-27-1.png?version=1&amp;modificationDate=1734115228131&amp;api=v2\" data-unresolved-comment-count=\"0\" data-linked-resource-id=\"1756710060\" data-linked-resource-version=\"1\" data-linked-resource-type=\"attachment\" data-linked-resource-default-alias=\"image-2024-12-13_13-40-27-1.png\" data-base-url=\"https:\/\/confluence.bna.com\" data-linked-resource-content-type=\"image\/png\" data-linked-resource-container-id=\"1756710034\" data-linked-resource-container-version=\"4\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-227 size-full\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-40-27-1.png\" alt=\"\" width=\"975\" height=\"308\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-40-27-1.png 975w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-40-27-1.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/image-2024-12-13_13-40-27-1.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/span><\/p>\n<p>A confirmation screen will appear.\u00a0 Click Delete to confirm the action.<\/p>\n<h2><\/h2>\n<h2>Dashboard Legal User Management Tool<\/h2>\n<p>There is also a user management tool available within Dashboard Legal, which will let you assign further details to users, such as their role and managees within the organization.<\/p>\n<p>This tool is accessible for admins within Dashboard Legal by opening the user menu (top right of the page), and clicking \u2018Org Settings\u2019.<\/p>\n<p>You will be presented with the User Management tab by default, where you can view and modify all users within the organization.<\/p>\n<p><span class=\"confluence-embedded-file-wrapper confluence-embedded-manual-size\"><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/confluence.bna.com\/download\/attachments\/1756710034\/image-2024-12-13_13-36-20.png?version=1&amp;modificationDate=1734114981609&amp;api=v2\" alt=\"\" height=\"250\" data-image-src=\"\/download\/attachments\/1756710034\/image-2024-12-13_13-36-20.png?version=1&amp;modificationDate=1734114981609&amp;api=v2\" data-unresolved-comment-count=\"0\" data-linked-resource-id=\"1756710051\" data-linked-resource-version=\"1\" data-linked-resource-type=\"attachment\" data-linked-resource-default-alias=\"image-2024-12-13_13-36-20.png\" data-base-url=\"https:\/\/confluence.bna.com\" data-linked-resource-content-type=\"image\/png\" data-linked-resource-container-id=\"1756710034\" data-linked-resource-container-version=\"4\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-409 size-full\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/Screenshot-2025-06-04-at-3.19.13%E2%80%AFPM.png\" alt=\"\" width=\"1116\" height=\"374\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/Screenshot-2025-06-04-at-3.19.13%E2%80%AFPM.png 1116w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/Screenshot-2025-06-04-at-3.19.13%E2%80%AFPM.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/Screenshot-2025-06-04-at-3.19.13%E2%80%AFPM.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/Screenshot-2025-06-04-at-3.19.13%E2%80%AFPM.png 768w\" sizes=\"auto, (max-width: 1116px) 100vw, 1116px\" \/><\/span><\/p>\n<p><strong>Adding\/Removing Users<\/strong><\/p>\n<p>You can visit the Customer Admin Portal by clicking the &#8216;Add\/Remove Users&#8217; button on the top-right of the page (see further details above).<\/p>\n<p><strong>Changing Roles<\/strong><\/p>\n<p>The role of each user can be modified using the Role dropdown under User Management.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-410 size-full\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/Screenshot-2025-06-04-at-3.28.58%E2%80%AFPM.png\" alt=\"\" width=\"514\" height=\"155\" data-wp-editing=\"1\" \/><\/p>\n<p><strong>Additional Actions<\/strong><\/p>\n<p>Under the Actions menu for each user, you can find additional operation such as deactivating\/activating users, and editing managees.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-411\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/Screenshot-2025-06-04-at-3.29.43%E2%80%AFPM.png\" alt=\"\" width=\"992\" height=\"198\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/Screenshot-2025-06-04-at-3.29.43%E2%80%AFPM.png 992w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/Screenshot-2025-06-04-at-3.29.43%E2%80%AFPM.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/Screenshot-2025-06-04-at-3.29.43%E2%80%AFPM.png 768w\" sizes=\"auto, (max-width: 992px) 100vw, 992px\" \/><\/p>\n<p>Deactivating a user will prevent them from logging in, but will keep their user record in the system. If you would like to completely remove the user from the system, such that they are no longer using up a license, see &#8216;To remove a user&#8217; above.<\/p>\n","protected":false},"template":"","format":"standard","question-category":[13],"class_list":["post-224","question","type-question","status-publish","format-standard","hentry","question-category-administration"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.11 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Account Management - Dashboard Legal Help<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/user-account-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"User Account Management - Dashboard Legal Help\" \/>\n<meta property=\"og:description\" content=\"Managing the users now happens in a new Bloomberg Industry Group Customer Admin Portal. 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