Within CosmoLex, for the admin and sometimes additional users, your login ID is your email address.
Like most cloud programs, your username cannot be changed.

  • However, if you happen to change/update your email address, you can edit your contact email under Account Management Tab > User Management section

  • By selecting the user, clicking edit and changing the email address here, then save.

  • As a result, your login name will remain the same, but any email communications will be with the new email address.

    NOTE: that this change only updates your account email,  be sure to verify under Setup > Firm Settings > Firm Information that the email in which you communicate with Clients within CosmoLex is up to date.