Chris Deoleo
posted this on January 17, 2011 11:07
You must be logged into a Firm CLE Administrator (Click for more information) in order to make and changes on a Firm CLE Account.
On the main dashboard (Available by clicking here), there are a number of different tools available to you. The box at the top labeled “Manage Credits” shows you the total number of credits remaining in the account. Below that are tools to buy more credits at any time, or view past purchases.
To the right is an area where you can select what type of delivery method you desire for the credits you have purchased. If you choose “Allow users to use credits from a main credit pool”, then all of the users will have access to the total amount of credits, and the number will decrease as any of the users apply them. If you choose “Users can only use assigned credits”, then the administrator will have control of the credits, and can assign them to the individual users. Then the users will only be able to apply the credits given to them by the administrator and no more.
Directly below that is a box labeled “Firm CLE Users”. This includes a link to add a new user to the account. Below that is a link to view and edit any information about the users in your account. And finally, a link to remove any users from the account who may no longer be with the firm.
If you have selected the “Users can only use assigned credits” option above, the middle box labeled “Add & Remove CLE Credits” allows you to assign the credits to users in the account, as well as remove credits that you had previously assigned.
To the right is a box labeled “Track Complete CLE Courses”. Here you can view user reports to open up the “CLE Tracker” for any of your users and find their completed credits, or add completed courses to their accounts. You can also view all completed courses by date for all the lawyers in the account.