Overview
The 'Firm Settings' feature in 8am MyCase is essential for managing your organization's preferences, billing, and similar settings. However, access to it is restricted based on user roles and permissions. This article explains why you might not see this option in your account and provides guidance for resolving the issue.
Why 'Firm Settings' Might Not Be Visible
1. You Are Not an Admin
The 'Firm Settings' option is visible only to users designated as admins within your firm. Admin users are responsible for managing account-level settings. Non-admin users will not have access unless permissions are explicitly granted by an admin.
To gain access: Contact your firm's admin and request access or for them to manage the settings on your behalf.
2. You Are an Admin but Lack Specific Permissions
Even if your account has admin privileges, certain permissions are required to manage 'Firm Settings'. These permissions include the ability to handle firm preferences, billing, and payment notifications.
If you don’t see 'Firm Settings': It indicates your account hasn’t been granted the necessary permissions. Work with another firm admin to enable these for your account.
Steps to Troubleshoot
Identify Admin Users - Check who in your organization has admin privileges. - Often, the account owner or designated admins can help.
Request Access - If you believe you require access to perform your role, communicate with an admin to grant you the required permissions.
Ask for Assistance - Specific updates or settings adjustments may need to be performed directly by a user with the necessary admin rights.