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="https://supportcenter.mycase.com/en/articles/9369817-account-setup-guide#h_44cf11a292">Overview</a> ​<a href="https://supportcenter.mycase.com/en/articles/9369817-account-setup-guide#h_2936f8615f">Settings</a> ​<a href="https://supportcenter.mycase.com/en/articles/9369817-account-setup-guide#h_ae08db163f">Firm Users</a> ​<a href="https://supportcenter.mycase.com/en/articles/9369817-account-setup-guide#h_583adecf16">Importing &amp; Exporting Data</a> ​<a href="https://supportcenter.mycase.com/en/articles/9369817-account-setup-guide#h_1924f9d246">Custom Fields</a>

<a href="https://supportcenter.mycase.com/en/articles/9369817-account-setup-guide#h_b4511760c7">Security</a> ​ ​

Please Note: Your screen and navigation might look slightly different from what you see in the video because MyCase is updating to a new user interface. It’s all part of making your experience even better!

<a href="https://supportcenter.mycase.com/en/articles/9369863-how-to-master-mycase">How to Master MyCase</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369868-get-comfortable-with-the-mycase-layout">Get comfortable with the MyCase Layout</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369858-interactive-getting-started-bar">Interactive getting started bar</a>

- <a href="https://supportcenter.mycase.com/en/articles/9369863-how-to-master-mycase">How to Master MyCase</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369868-get-comfortable-with-the-mycase-layout">Get comfortable with the MyCase Layout</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369858-interactive-getting-started-bar">Interactive getting started bar</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369855-navigating-settings-in-mycase">Update your account settings</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369829-how-do-i-update-my-email-address">How do I update my email address?</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369832-how-can-i-change-my-password">How do I change my password?</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369831-help-i-forgot-my-password">Help! I forgot my password </a>

​<a href="https://supportcenter.mycase.com/en/articles/9369839-how-to-edit-your-notification-settings">Edit your notification settings</a>

​<a href="https://supportcenter.mycase.com/en/articles/9370059-how-do-i-setup-default-calendar-or-task-reminders">How do I set up default calendar event or task reminders?</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369834-changing-my-automatic-logout-time">Changing my automatic logout time</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369821-updating-your-firm-s-payment-information">Updating your firm's payment information</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369816-how-to-change-firm-contact-information-and-upload-a-logo">How to change firm contact information &amp; logo</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369859-add-item-menu-a-huge-time-saver">Add item menu</a> ​

​<a href="https://supportcenter.mycase.com/en/articles/9369857-global-search-bar">Global search bar</a>

- ​<a href="https://supportcenter.mycase.com/en/articles/9369855-navigating-settings-in-mycase">Update your account settings</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369829-how-do-i-update-my-email-address">How do I update my email address?</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369832-how-can-i-change-my-password">How do I change my password?</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369831-help-i-forgot-my-password">Help! I forgot my password </a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369839-how-to-edit-your-notification-settings">Edit your notification settings</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9370059-how-do-i-setup-default-calendar-or-task-reminders">How do I set up default calendar event or task reminders?</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369834-changing-my-automatic-logout-time">Changing my automatic logout time</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369821-updating-your-firm-s-payment-information">Updating your firm's payment information</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369816-how-to-change-firm-contact-information-and-upload-a-logo">How to change firm contact information &amp; logo</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369859-add-item-menu-a-huge-time-saver">Add item menu</a> ​
- ​<a href="https://supportcenter.mycase.com/en/articles/9369857-global-search-bar">Global search bar</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369838-how-do-i-add-firm-users-to-mycase">How do I add firm users to MyCase?</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369833-what-are-firm-users">What are firm users?</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369825-what-s-the-difference-between-an-admin-user-and-a-regular-user">What is the difference between an Admin User and a Regular User?</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369840-editing-user-access-permissions-w-video">Editing User Access Permissions [w// VIDEO]</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369822-setting-default-billing-rates-for-firm-employees">Setting default billing rates for firm employees</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369879-how-do-i-link-a-firm-user-to-a-case">How do I link a firm user to a case?</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369874-how-do-i-link-a-firm-user-to-all-active-cases">How do I link a firm user to all active cases?</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369827-how-do-i-deactivate-a-firm-user">How do I deactivate a user?</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369835-how-do-i-reactivate-a-deactivated-firm-user">How do I reactivate a deactivated firm user?</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369848-mycase-on-your-mobile-device">MyCase on your mobile device</a>

- ​<a href="https://supportcenter.mycase.com/en/articles/9369838-how-do-i-add-firm-users-to-mycase">How do I add firm users to MyCase?</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369833-what-are-firm-users">What are firm users?</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369825-what-s-the-difference-between-an-admin-user-and-a-regular-user">What is the difference between an Admin User and a Regular User?</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369840-editing-user-access-permissions-w-video">Editing User Access Permissions [w// VIDEO]</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369822-setting-default-billing-rates-for-firm-employees">Setting default billing rates for firm employees</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369879-how-do-i-link-a-firm-user-to-a-case">How do I link a firm user to a case?</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369874-how-do-i-link-a-firm-user-to-all-active-cases">How do I link a firm user to all active cases?</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369827-how-do-i-deactivate-a-firm-user">How do I deactivate a user?</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369835-how-do-i-reactivate-a-deactivated-firm-user">How do I reactivate a deactivated firm user?</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369848-mycase-on-your-mobile-device">MyCase on your mobile device</a>

​<a href="https://supportcenter.mycase.com/en/articles/9370354-importing-contacts-companies">Importing Contacts [w/ VIDEO]</a>

​<a href="https://supportcenter.mycase.com/en/articles/9370353-importing-cases">Importing Cases [w/ VIDEO]</a>

​<a href="https://supportcenter.mycase.com/en/articles/9370349-importing-contacts-from-google-gmail">Importing Contacts from Google/ Gmail</a>

​<a href="https://supportcenter.mycase.com/en/articles/9370350-importing-contacts-from-ms-outlook">Importing Contacts from Outlook</a>

​<a href="https://supportcenter.mycase.com/en/articles/9370348-how-do-i-undo-a-data-import">How do I undo a data import</a>

- ​<a href="https://supportcenter.mycase.com/en/articles/9370354-importing-contacts-companies">Importing Contacts [w/ VIDEO]</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9370353-importing-cases">Importing Cases [w/ VIDEO]</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9370349-importing-contacts-from-google-gmail">Importing Contacts from Google/ Gmail</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9370350-importing-contacts-from-ms-outlook">Importing Contacts from Outlook</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9370348-how-do-i-undo-a-data-import">How do I undo a data import</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369873-custom-fields-overview-w-video">Custom Fields Overview [w/ VIDEO]</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369872-case-custom-fields-by-practice-area">Case Custom Fields by Practice Area</a> ​

- ​<a href="https://supportcenter.mycase.com/en/articles/9369873-custom-fields-overview-w-video">Custom Fields Overview [w/ VIDEO]</a>
- ​<a href="https://supportcenter.mycase.com/en/articles/9369872-case-custom-fields-by-practice-area">Case Custom Fields by Practice Area</a> ​

​<a href="https://supportcenter.mycase.com/en/articles/9369841-multi-factor-authentication">Multi-Factor Authentication</a> ​<a href="https://supportcenter.mycase.com/en/articles/9369842-resetting-multi-factor-authentication-for-users">Resetting Multi-Factor Authentication for Users </a>​

- ​<a href="https://supportcenter.mycase.com/en/articles/9369841-multi-factor-authentication">Multi-Factor Authentication</a> ​<a href="https://supportcenter.mycase.com/en/articles/9369842-resetting-multi-factor-authentication-for-users">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