MyCase allows firms to customize "User Titles" beyond the standard "User Type". This feature is especially useful for display purposes for email and text communications sent to clients and contacts.
Firms can create as many Custom User Titles as needed, allowing full flexibility to reflect their specific organizational structure, regardless of size or internal hierarchy.
Please note this feature is only available to Advanced subscribers. Firms on other subscription tiers will not have access to Custom User Titles.
How to add or remove a Custom User Title:
Click on your initials in the top right corner of the screen, then select Settings.
Look for Custom User Titles under General Settings.
Click Add Custom User Title to create a new one.
To remove a title you no longer need, click the trash bin icon next to it.
How to assign a Custom User Title to an existing user:
Go to Firm Users in Settings.
Click the name of the user you’d like to update.
Click Edit.
Select the desired title from the User Title dropdown menu.
Click Save.
