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Manage your organization's users

How to create, update and remove user accounts for your organization via the Paladin web application.

Stacy Zinken avatar
Written by Stacy Zinken
Updated over a year ago

View Your Teams and Users

To see the Users in your organization who have Paladin accounts, you must have the Team Admin user role. From the Admin area of Paladin, click Teams in the top navigation.

If your organization has Teams configured, you will see your Teams listed. Clicking on any Team will take you the the Team Members dashboard where you can see all of the Users assigned to that team.

If your organization does not have Teams configured, you will be taken directly to the Team Member dashboard, showing all Users in your Organization.

Adding Users

From either the Team Management or the Team Member Dashboard, click the Add Member button to add new Users to your organization.

Submitting the form will send a welcome email to the new user.

In the "Role" field, choose either Team Member or Team Admin. You can update this field at any time to add or remove admin permissions.

If your organization offers Community Outreach or pro bono opportunities for non-attorney legal professionals via Paladin, select the box "Non-Attorney Member" as applicable for new users.

Updating Users

From the Team Members Dashboard, clicking on any Users name will take you to their profile where you can edit their information.

Deleting Users

Users can be removed by clicking the "Remove User" button on their profile.

Removing a User will deactivate their account so they no longer have access to Paladin. We will retain their User record and associated pro bono activity for historical reporting purposes.

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