User Permissions
User permissions management support for CosmoLex
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 i...
Wed, 2 May, 2018 at 1:06 AM
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...
Wed, 2 May, 2018 at 1:06 AM
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 requ...
Wed, 2 May, 2018 at 1:07 AM
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
To Disable for a Particular User
Go to Account > User Management > User tab
Select User and click Edit
Here you will see a Two-Factor Authen...
Mon, 5 Feb, 2018 at 10:10 AM
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...
Tue, 17 Oct, 2017 at 1:28 PM
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...
Wed, 2 May, 2018 at 1:16 AM
In Cosmolex, you can limit user access to certain bank level details for any bank.
To do this: Go to Account Management > User Management tab &...
Wed, 2 May, 2018 at 1:26 AM
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, m...
Wed, 2 May, 2018 at 1:27 AM