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Diagnostics – The Organization

Organizations is simply a fancy word for Firm Accounts in Diagnostics. This is where we can locate firm accounts and the individual accounts that are linked to them. Here’s how…

  1. From the side menu, click Organizations (takes a while to load)
  2. Use the filter icon in the Name column to select Contains and enter a portion of the firm name that you’re looking for, click Apply.
  3. Select the firm account that matches the firm you’re looking for (sometimes there will be more than one).

What can this page tell us?

  • Who is the firm administrator?
  • Who is linked to the firm and are they active?
  • What is the firm address?

 

What can we do on this page?

  • Resend firm notifications
  • Delete an organization
  • Switch a firm admin (as shown below)

Need something specific?

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The material published on this website is intended for educational purposes only. © 2016 GreenCourt Legal Technologies, LLC