AffiniPay

<a href="https://www.mycase.com/support/training-sessions" rel="nofollow noopener noreferrer" target="_blank">Click here</a> to join one of our complimentary Live Trainings! <a href="#h_44cf11a292">Overview</a> <a href="#h_2936f8615f">Settings</a> <a href="#h_ae08db163f">Firm Users</a> <a href="#h_583adecf16">Importing &amp; Exporting Data</a> <a href="#h_1924f9d246">Custom Fields</a>

<a href="#h_b4511760c7">Security</a>

<a href="https://support.mycase.com/en/articles/6187924-how-to-master-mycase" rel="nofollow noopener noreferrer" target="_blank">How to Master MyCase</a>

​<a href="https://support.mycase.com/en/articles/6082567-get-comfortable-with-the-mycase-layout" rel="nofollow noopener noreferrer" target="_blank">Get comfortable with the MyCase Layout</a>

​<a href="https://support.mycase.com/en/articles/6427701-interactive-getting-started-bar" rel="nofollow noopener noreferrer" target="_blank">Interactive getting started bar </a>

- <a href="https://support.mycase.com/en/articles/6187924-how-to-master-mycase" rel="nofollow noopener noreferrer" target="_blank">How to Master MyCase</a>
- ​<a href="https://support.mycase.com/en/articles/6082567-get-comfortable-with-the-mycase-layout" rel="nofollow noopener noreferrer" target="_blank">Get comfortable with the MyCase Layout</a>
- ​<a href="https://support.mycase.com/en/articles/6427701-interactive-getting-started-bar" rel="nofollow noopener noreferrer" target="_blank">Interactive getting started bar </a>

​<a href="https://support.mycase.com/en/articles/6424404-how-do-i-access-my-account-settings-page" rel="nofollow noopener noreferrer" target="_blank">Update your account settings</a>

​<a href="https://support.mycase.com/en/articles/6403177-how-do-i-update-my-email-address" rel="nofollow noopener noreferrer" target="_blank">How do I update my email address?</a>

​<a href="https://support.mycase.com/en/articles/6278415-how-can-i-change-my-password" rel="nofollow noopener noreferrer" target="_blank">How do I change my password?</a>

​<a href="https://support.mycase.com/en/articles/6403164-help-i-forgot-my-password" rel="nofollow noopener noreferrer" target="_blank">Help! I forgot my password </a>

​<a href="https://support.mycase.com/en/articles/6156591-how-to-edit-your-notification-settings" rel="nofollow noopener noreferrer" target="_blank">Edit your notification settings</a>

​<a href="https://support.mycase.com/en/articles/6197357-how-do-i-setup-default-calendar-or-task-reminders" rel="nofollow noopener noreferrer" target="_blank">How do I set up default calendar event or task reminders?</a>

​<a href="https://support.mycase.com/en/articles/6188107-changing-my-automatic-logout-time" rel="nofollow noopener noreferrer" target="_blank">Changing my automatic logout time</a>

​<a href="https://support.mycase.com/en/articles/6173984-updating-your-firm-s-payment-information" rel="nofollow noopener noreferrer" target="_blank">Updating your firm's payment information</a>

​<a href="https://support.mycase.com/en/articles/6638056-how-to-change-firm-contact-information-and-upload-a-logo" rel="nofollow noopener noreferrer" target="_blank">How to change firm contact information &amp; logo</a>

​<a href="https://support.mycase.com/en/articles/6402132-add-item-menu-a-huge-time-saver" rel="nofollow noopener noreferrer" target="_blank">Add item menu</a> ​

​<a href="https://support.mycase.com/en/articles/6464822-global-search-bar" rel="nofollow noopener noreferrer" target="_blank">Global search bar</a>

​<a href="https://support.mycase.com/en/articles/6134271-how-do-i-cancel-my-mycase-subscription" rel="nofollow noopener noreferrer" target="_blank">How do I cancel my MyCase subscription?</a>

- ​<a href="https://support.mycase.com/en/articles/6424404-how-do-i-access-my-account-settings-page" rel="nofollow noopener noreferrer" target="_blank">Update your account settings</a>
- ​<a href="https://support.mycase.com/en/articles/6403177-how-do-i-update-my-email-address" rel="nofollow noopener noreferrer" target="_blank">How do I update my email address?</a>
- ​<a href="https://support.mycase.com/en/articles/6278415-how-can-i-change-my-password" rel="nofollow noopener noreferrer" target="_blank">How do I change my password?</a>
- ​<a href="https://support.mycase.com/en/articles/6403164-help-i-forgot-my-password" rel="nofollow noopener noreferrer" target="_blank">Help! I forgot my password </a>
- ​<a href="https://support.mycase.com/en/articles/6156591-how-to-edit-your-notification-settings" rel="nofollow noopener noreferrer" target="_blank">Edit your notification settings</a>
- ​<a href="https://support.mycase.com/en/articles/6197357-how-do-i-setup-default-calendar-or-task-reminders" rel="nofollow noopener noreferrer" target="_blank">How do I set up default calendar event or task reminders?</a>
- ​<a href="https://support.mycase.com/en/articles/6188107-changing-my-automatic-logout-time" rel="nofollow noopener noreferrer" target="_blank">Changing my automatic logout time</a>
- ​<a href="https://support.mycase.com/en/articles/6173984-updating-your-firm-s-payment-information" rel="nofollow noopener noreferrer" target="_blank">Updating your firm's payment information</a>
- ​<a href="https://support.mycase.com/en/articles/6638056-how-to-change-firm-contact-information-and-upload-a-logo" rel="nofollow noopener noreferrer" target="_blank">How to change firm contact information &amp; logo</a>
- ​<a href="https://support.mycase.com/en/articles/6402132-add-item-menu-a-huge-time-saver" rel="nofollow noopener noreferrer" target="_blank">Add item menu</a> ​
- ​<a href="https://support.mycase.com/en/articles/6464822-global-search-bar" rel="nofollow noopener noreferrer" target="_blank">Global search bar</a>
- ​<a href="https://support.mycase.com/en/articles/6134271-how-do-i-cancel-my-mycase-subscription" rel="nofollow noopener noreferrer" target="_blank">How do I cancel my MyCase subscription?</a>

​<a href="https://support.mycase.com/en/articles/6162022-how-do-i-add-firm-users-to-mycase" rel="nofollow noopener noreferrer" target="_blank">How do I add firm users to MyCase?</a>

​<a href="https://support.mycase.com/en/articles/6195492-what-are-firm-users" rel="nofollow noopener noreferrer" target="_blank">What are firm users?</a>

​<a href="https://support.mycase.com/en/articles/6638037-what-s-the-difference-between-an-admin-user-and-a-regular-user" rel="nofollow noopener noreferrer" target="_blank">What is the difference between an Admin User and a Regular User?</a>

​<a href="https://support.mycase.com/en/articles/6082216-editing-user-access-permissions-w-video" rel="nofollow noopener noreferrer" target="_blank">Editing User Access Permissions [w// VIDEO]</a>

​<a href="https://support.mycase.com/en/articles/6152447-setting-default-billing-rates-for-firm-employees" rel="nofollow noopener noreferrer" target="_blank">Setting default billing rates for firm employees</a>

​<a href="https://support.mycase.com/en/articles/6278434-how-do-i-link-a-firm-user-to-a-case" rel="nofollow noopener noreferrer" target="_blank">How do I link a firm user to a case?</a>

​<a href="https://support.mycase.com/en/articles/6449996-how-do-i-link-a-firm-user-to-all-active-cases" rel="nofollow noopener noreferrer" target="_blank">How do I link a firm user to all active cases?</a>

​<a href="https://support.mycase.com/en/articles/6619742-how-do-i-deactivate-a-firm-user" rel="nofollow noopener noreferrer" target="_blank">How do I deactivate a user?</a>

​<a href="https://support.mycase.com/en/articles/6173959-how-do-i-reactivate-a-deactivated-firm-user" rel="nofollow noopener noreferrer" target="_blank">How do I reactivate a deactivated firm user?</a>

​<a href="https://support.mycase.com/en/articles/6194600-mycase-on-your-mobile-device" rel="nofollow noopener noreferrer" target="_blank">MyCase on your mobile device</a>

- ​<a href="https://support.mycase.com/en/articles/6162022-how-do-i-add-firm-users-to-mycase" rel="nofollow noopener noreferrer" target="_blank">How do I add firm users to MyCase?</a>
- ​<a href="https://support.mycase.com/en/articles/6195492-what-are-firm-users" rel="nofollow noopener noreferrer" target="_blank">What are firm users?</a>
- ​<a href="https://support.mycase.com/en/articles/6638037-what-s-the-difference-between-an-admin-user-and-a-regular-user" rel="nofollow noopener noreferrer" target="_blank">What is the difference between an Admin User and a Regular User?</a>
- ​<a href="https://support.mycase.com/en/articles/6082216-editing-user-access-permissions-w-video" rel="nofollow noopener noreferrer" target="_blank">Editing User Access Permissions [w// VIDEO]</a>
- ​<a href="https://support.mycase.com/en/articles/6152447-setting-default-billing-rates-for-firm-employees" rel="nofollow noopener noreferrer" target="_blank">Setting default billing rates for firm employees</a>
- ​<a href="https://support.mycase.com/en/articles/6278434-how-do-i-link-a-firm-user-to-a-case" rel="nofollow noopener noreferrer" target="_blank">How do I link a firm user to a case?</a>
- ​<a href="https://support.mycase.com/en/articles/6449996-how-do-i-link-a-firm-user-to-all-active-cases" rel="nofollow noopener noreferrer" target="_blank">How do I link a firm user to all active cases?</a>
- ​<a href="https://support.mycase.com/en/articles/6619742-how-do-i-deactivate-a-firm-user" rel="nofollow noopener noreferrer" target="_blank">How do I deactivate a user?</a>
- ​<a href="https://support.mycase.com/en/articles/6173959-how-do-i-reactivate-a-deactivated-firm-user" rel="nofollow noopener noreferrer" target="_blank">How do I reactivate a deactivated firm user?</a>
- ​<a href="https://support.mycase.com/en/articles/6194600-mycase-on-your-mobile-device" rel="nofollow noopener noreferrer" target="_blank">MyCase on your mobile device</a>

​<a href="https://support.mycase.com/en/articles/6106147-importing-contacts-companies" rel="nofollow noopener noreferrer" target="_blank">Importing Contacts [w/ VIDEO]</a>

​<a href="https://support.mycase.com/en/articles/6106472-importing-cases" rel="nofollow noopener noreferrer" target="_blank">Importing Cases [w/ VIDEO]</a>

​<a href="https://support.mycase.com/en/articles/6313816-importing-contacts-from-google-gmail" rel="nofollow noopener noreferrer" target="_blank">Importing Contacts from Google/ Gmail</a>

​<a href="https://support.mycase.com/en/articles/6252110-importing-contacts-from-ms-outlook" rel="nofollow noopener noreferrer" target="_blank">Importing Contacts from Outlook</a>

​<a href="https://support.mycase.com/en/articles/6424443-how-do-i-undo-a-data-import" rel="nofollow noopener noreferrer" target="_blank">How do I undo a data import</a>

- ​<a href="https://support.mycase.com/en/articles/6106147-importing-contacts-companies" rel="nofollow noopener noreferrer" target="_blank">Importing Contacts [w/ VIDEO]</a>
- ​<a href="https://support.mycase.com/en/articles/6106472-importing-cases" rel="nofollow noopener noreferrer" target="_blank">Importing Cases [w/ VIDEO]</a>
- ​<a href="https://support.mycase.com/en/articles/6313816-importing-contacts-from-google-gmail" rel="nofollow noopener noreferrer" target="_blank">Importing Contacts from Google/ Gmail</a>
- ​<a href="https://support.mycase.com/en/articles/6252110-importing-contacts-from-ms-outlook" rel="nofollow noopener noreferrer" target="_blank">Importing Contacts from Outlook</a>
- ​<a href="https://support.mycase.com/en/articles/6424443-how-do-i-undo-a-data-import" rel="nofollow noopener noreferrer" target="_blank">How do I undo a data import</a>

​<a href="https://support.mycase.com/en/articles/6140012-custom-fields-overview-w-video" rel="nofollow noopener noreferrer" target="_blank">Custom Fields Overview [w/ VIDEO]</a>

​<a href="https://support.mycase.com/en/articles/6195490-case-custom-fields-by-practice-area" rel="nofollow noopener noreferrer" target="_blank">Case Custom Fields by Practice Area</a>

- ​<a href="https://support.mycase.com/en/articles/6140012-custom-fields-overview-w-video" rel="nofollow noopener noreferrer" target="_blank">Custom Fields Overview [w/ VIDEO]</a>
- ​<a href="https://support.mycase.com/en/articles/6195490-case-custom-fields-by-practice-area" rel="nofollow noopener noreferrer" target="_blank">Case Custom Fields by Practice Area</a>

​<a href="https://support.mycase.com/en/articles/9180010-multi-factor-authentication" rel="nofollow noopener noreferrer" target="_blank">Multi-Factor Authentication</a> ​<a href="https://support.mycase.com/en/articles/9179701-resetting-multi-factor-authentication-for-users" rel="nofollow noopener noreferrer" target="_blank">Resetting Multi-Factor Authentication for Users </a>​

- ​<a href="https://support.mycase.com/en/articles/9180010-multi-factor-authentication" rel="nofollow noopener noreferrer" target="_blank">Multi-Factor Authentication</a> ​<a href="https://support.mycase.com/en/articles/9179701-resetting-multi-factor-authentication-for-users" rel="nofollow noopener noreferrer" target="_blank">Resetting Multi-Factor Authentication for Users </a>​

For more information about questions related to security, click <a href="https://affinipay.trust.page/resources" rel="nofollow noopener noreferrer" target="_blank">here</a>. ​

A consolidated list of all the help resources relating to your firms settings, users, importing data, security and more.

Overview

​Settings

​Firm Users

Importing & Exporting Data

Custom Fields

Security

Settings

Firm Users