SUBMIT A TICKET

User Permissions

How to Enable Two-Factor Authentication
Two-factor authentication (2FA) is a more secure method to prove a user's identity and protect access to your CosmoLex account. SMS-based 2FA requi...
Tue, 28 Feb, 2017 at 10:01 AM
Two-Factor Authentication - I am not getting SMS Codes or Have Lost my Phone
Contact your firm’s CosmoLex Administrator. They can disable Two-Factor Authentication. Steps on how to disable are HERE   If you are the firm’s only ...
Thu, 25 May, 2017 at 1:44 PM
Creating a Customized User Role (Permissions)
CosmoLex provides a multitude of options for privacy and permissions We provide a variety of standard roles and restrictions, which you can read more ab...
Thu, 25 May, 2017 at 10:09 AM
Definitions of System Defined User Roles
CosmoLex provides 5 predefined user roles. This article will explain the permissions allowed for each one of these. You can edit these permissions, or crea...
Thu, 15 Dec, 2016 at 3:54 AM
Adding and Removing Users
You will need a separate user for those who wish to access CosmoLex at the same time. Note the following: Adding additional users will result in an i...
Mon, 27 Feb, 2017 at 12:28 PM
How to Disable Two-Factor Authentication
 To Disable for a Particular User  Go to Account Management > User Management > User Select User and click Edit Here you will see a Two-Factor...
Tue, 27 Dec, 2016 at 5:26 PM
Adding Your Payment Information
If you are currently in trial and wish to enter your payment information, click on the "Upgrade Now" button. The upgrade window will now d...
Tue, 28 Feb, 2017 at 10:11 AM
How to Limit User Access to Bank Level Details
In Cosmolex, you can limit user access to certain bank level details for any bank. To do this: Go to Account Management > User Managem...
Thu, 8 Jun, 2017 at 9:43 AM
Resetting User Passwords
There are 3 ways to reset a user password: 1. While already logged in If a user is already logged into their account and would like to change their pass...
Tue, 27 Dec, 2016 at 5:34 PM
How to Limit User Access to Certain Reports
There are times where you have users at the firm who you only want to view certain reports related to certain activities such as billing, reconciliation, ma...
Tue, 7 Feb, 2017 at 9:29 AM