Member

A member is a subscription-specific user profile. All actions within ContactsLaw are performed by a particular member.

A member can be either:

• An interactive user (with a CPMS ID); or
• A service account (a system component or third-party application)

Roles are assigned to members and determine their permissions.

Properties

Members have the following properties:

• Associated contact (for interactive users)
• Name as it appears to other members
• Whether the member is enabled (able to log in)
• Calendar/email synchronisation options
• Custom fields
• Related documents (typically used in document production)
• Fee earner type
• Performance targets

Provisioning

Although members can be created manually, they are more commonly added to a subscription through a provisioning process that occurs between CPMS ID and ContactsLaw.

When you add a user (or application) to a subscription via CPMS ID, they will immediately be able to log in as the system creates a member. Normal users are assigned the built-in User role, while subscription managers are assigned the Administrator role. You can add/remove roles at any time.