<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.

Account Setup Guide

Schedule a Training

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Account Setup Guide

Overview

​Settings

​Firm Users

Importing & Exporting Data

Custom Fields

Security

Settings

Firm Users