Adding, Modifying & Removing Users

Adding, Modifying & Removing Users

You need administrative rights to add users.

There are two methods for adding, modifying & removing users.
  1. Account Administration on the application selection screen
  2. Manage Users within Realti
Both methods have the same options available for customizing your user details. 

Account Administration option

After you login to LDD from www.ldd.ca/login, under the Account Administration option on the application selection screen:
  1. Click on User Management under the Firm Management panel.
  2. Click on the + User button at the top right of the list of users to start adding a new user.
  3. Fill in First and Last Name, Username, Email Address, User Type, Role and Password fields. Optionally, you can force the user to reset their password upon login by checking Force Password Change.
  4. Click on Create User to finish adding the user.

Settings > Manage Users

Within Realti, click the Settings (wheel icon) located on the top right corner of your screen:
  1. Select Manage Users.
  2. Click on the + User button at the top right of the list of users to start adding a new user.
  3. Fill in First and Last Name, Username, Email Address, User Type, Role and Password fields. Optionally, you can force the user to reset their password upon login by checking Force Password Change.
  4. Click on Create User to finish adding the user.
Alert
Note: The system will not notify the user of their user credentials, instead the creator of the user is required to notify the user.

Customizing Users

After creating a new user, you can customize their access by clicking their name in the user list. This action opens a settings screen where you can change the User Type and Role, as well as configure other optional permissions. You can find these permissions under the Account Access section, located under the Personal Details section of the user.
  1. User Type sets if the person has administrative rights (if set to "Administrator"; for regular user rights, set to "Basic")
  2. Role allows you to designate the type of Basic user (Clerk, Lawyer, Accountant, Notary, Conveyancer, etc.)
  3. Expiry Date sets an expiry date for the user’s password. This is useful when granting temporary access to a worker
  4. Lock User locks the user’s account (without deleting it). Useful for the temporary suspension of a user
  5. Force Password Change makes the user change their password the next time they log in 
  6. Login using your Microsoft Account provides the option to sign in using a Microsoft Account
  7. Reset Password (located to the right of Account Access) is used to change the user's password, if needed
The Basic user type and Administrator user types have the following differences:

  Basic User Type
  Administrator User Type
  Where User Rights allow:
  1. Login
  2. Access files
  3. Create New files, Delete files, Change Existing files
  4. Change Firm Documents and Templates (as allowed)
  5. Generate Management Reports
  6. Create Custom Fields
  7. Modify File List Preferences and Task Preferences
  8. Calendar: View and Add Appointments/Tasks
  9. Create/Modify ClientConnect settings/Templates
  10. Access to Billing Statements
  Where User Rights allow:
  1. all items under Basic User
  2. Add new users and lawyers/notaries to the account
  3. Remove/Modify existing users and lawyers/notaries in the account
  4. Exclusive modification to Master Documents allowed (if option to limit access selected)
  5. Modify Firm Information
  6. 3rd Party Account Information (where applicable)
  7. Trust Account Information, Account to Client and Trust Statement defaults
  8. Document Options

For additional refining of user access, click Rights along the top of the Account Access panel. This opens a screen with a list of options that will restrict the user's access within all applications active on your LDD account.

If you want to remove a user account, click the name of the user, then the three-dots across the top right of the User Profile screen, and then Delete User.
Note: Deleting a user account is different than Locking an account.

Deleting removes the user account permanently, while locking blocks the user from signing in.
Locking an account is advisable for when a user is absent for an extended period of time but is expected to return, e.g., summer students, maternity/paternity leave, etc.

This keeps your firm account safe, and upon return of the user, saves you time with adding the user’s information again.