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http://logon.cch.com/idm
Wolters Kluwer ID Manager Quick Reference
”.reganaM DI ot emocleW“ daer lliw enil tcejbus ;liame na uoy dnes yllacitamotua lliw metsys ehTClick the link in the body of the email to log in. For all subsequent log ins the system will automati-cally log you in (see screen below).
If your computer’s cookies have been deleted then ID Manager will ask you to re-enter your site contact email.
Click on the User IDs tab to view the list of cur-rent IDs. Names will be arranged alphabetically.
Create New ID by click-ing on the “Create New ID” button at the bottom of this screen. Complete the form.
Delete selected IDs by checking the box next to the IDs and clicking the “Delete Selected IDs” button
On the Setup tab, you can configure the following: A randomly generated password or a specifically assigned password for new users.
A pre-approved domain, or list of domains, that new user ID email addresses must match.
An associated work loca-tion (state, country) with new users IDs.
As the site contact you can log in as a specific user to configure a practice area or set-up favorite publications without having to know the users password.
Wolters Kluwer ID Manager provides the designated site contact at the law firm, accounting firm, university, or corporation with an easy to use Internet Explorer browser based tool to assign new employees a User ID for IntelliConnect, Cheetah, Blue Sky Navigator, and/or RBsource/RBsourceFilings, retrieve a forgotten password, or suspend access. The tool also generates reports listing the entire firm’s IDs, status, user names, and locations (if utilized), as well as managing some advanced administrative features.
ID Manager access is limited to the individual at the firm who has previously been established as the site contact. To gain access to the ID Manager, go to the URL http://logon.cch.com/idm and enter your site contact email.
Below is an excerpt of the standard transmittal letter that new users receive when an ID is created through ID Manager. Please review the transmittal letter by creating an ID with an email address you have access to. If you would like to modify the transmittal letter, email Customer Support with the edited copy at [email protected] and with the subject line “ID Manager – Customize transmittal letter assistance.” Please remember to include your contact info.
To download a PDF of this card: http://www.wklawbusiness.com/media/wk/lnb/pdf/training/intelliconnect/icidmanager.pdf
Customer Support - http://Support.CCH.comCall 800-449-6435 (Option #2) for Product Support or (Option #3) for Technical Support
On the Reports tab, you can generate an “Active & Suspended Users” Excel report that will provide all the users names, email addresses, passwords and status.
http://logon.cch.com/idm
Wolters Kluwer ID Manager Quick Reference
