As the Organisation Administrator of an Organisation, you can invite new users who can log in to CourtSA and access your Organisation account

After you invite a user, you can:

  • See the cases they have access to
  • Delete their account

You can invite anyone to join but someone can only have one CourtSA account associated with their email address. This means:

  • You cannot invite someone who already has a CourtSA account unless you invite them using a different email
  • If you invite someone with a P code the email you use to invite them must be the email associated with their P code. If someone has a P code they can only have one CourtSA account. A P code email address cannot be used more than once.

You can invite a new user to your organisation account if they are not already registered in CourtSA.

You must use the email linked to their P code if they have one. This is because CourtSA requires a P code to be entered into the system and all notifications from CourtSA go to the email associated with that P code.

Steps:

  1. Log in to CourtSA
  2. Click “My Firm” in the top menu
  3. Select “Manage Users”
  4. Click the green “Add user” button
  5. Enter the invited user’s organisational email. If they have a P code this email address needs to be the same email associated with that P code and registered with the Law Society
  6. Click the “Organisation user” button in the User Roles panel
  7. Enter the details in the fields within the Personal Information panel
  8. Click “Create new account”
  9. A pop up notification will be displayed and an automated email sent to the invited member with instructions for logging in

If a user leaves your organisation, it is the responsibility of the account administrator to remove their access to the account (which will remove their access to all cases in which the organisation is acting).

Steps:

  1. Log in to CourtSA
  2. Click “My Firm” in the top menu and select “Manage Users”
  3. Tick the check box next to the user you want to block
  4. On the right-hand side below “Operations”, click the “Edit” hyperlink
  5. Under “Status”, select “Blocked”
  6. Under “Roles” untick their selected role
  7. Scroll down and click “Save”
  8. You will now be able to view the selected users and who are “Active” and “Blocked”

Note:  If you remove the account of a ‘Responsible Solicitor’ on any case, your organisation will continue to gain access to the case, but you must nominate a replacement Responsible Solicitor. If you would like your organisation to cease acting in a case, you will need to file a notice of cessation of acting.

It is recommended that when initially creating an organisation account, a generic, non-personal email is created that is linked to your L code registered with the law society.

Steps:

  1. The current Account Administrator will need to log into  CourtSA using their password
  2. Click the user name in the top menu bar
  3. In the “My Account” page, click the “Edit” tab
  4. It is recommended to change the password when a new Account Administrator is assigned
  5. Enter the new password in the fields provided
  6. Click the “Save” button
  7. Click the “Personal information” tab and enter the new Account Administrator name
  8. Click “Save”
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