Set Up: Adding Firm Users using Case Status

Summary:

Users can be added to Case Status at any time from the web app by any user who is within a permissions group that has the required permissions.

Additional Information: 

 In order to add or edit a user you need to have the required permissions. Please contact support@casestatus.com or your dedicated Customer Success Manager for more information.

Video Guide:

Step By Step Guides:

1. Login to a Case Status account with admin user permissions and navigate to the settings tab. Click "Settings".

2. Click "Users".

3. Click "+ Invite User".

4. Enter users name, email address, job title and select a role for the user. 

5. Click "Continue".

6. Upload photo and confirm name, login email, client facing email, and bio. 

7. Check "Send Invite to User" if you would like the invite to send to the user immediately. Uncheck "Send Invite to User" if you would like to create the user profile without sending the invite. 

8. Click "Save".