PracticePanther

PracticePanther Help Center

David S

Andrew S.

Invite your team and learn how you can control what they see in PracticePanther.

Users & Access Control

Limiting other users from PracticePanther features.

Access levels tutorial

How to add a new user to your PracticePanther account.

Adding a new user

How to deactivate or reactivate a user in your account.

Deactivating and reactivating users

Only allow your users to access PracticePanther from certain IP addresses or routers.

Limiting which IP address or location your users can use to access PracticePanther

Getting Started

Create groups of users to assign many users in one click!

Save Time when Assigning Users with User Groups

Sort your users by last name instead of first name.

Sorting my users by last name instead of first name

How to block a user from seeing contacts that are not assigned to them.

Blocking users from specific contacts

Use the email address of an old PracticePanther account with your new account.

How can I use the email address of an old PracticePanther account with a new account?

How to make another user the owner of the account.

Transferring ownership of your account

Downgrading your subscription

Account Management

Privacy mode

Frequently Asked Questions

Not being able to login into your account.

Troubleshooting when I can not login to my account

Not having the necessary permissions to complete an action.

"You don't have permission to access this page"

Fix incorrect dates in the software by editing your time zone.

Editing your time zone

How to add a user that signed up separately to another account.

Adding a user that signed up separately

Troubleshooting

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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