Following along in MyCase is recommended as you read the article.
Overview
The account settings page allows you to edit your profile and notification preferences, add and edit custom fields, import/ export data into the system, and much more.
Access Your Account Settings
Click your initials in the top-right corner of the screen.
From the drop-down pictured below, click Settings.
You will see the following categories on the left of the Common Settings dashboard:
General: Here you can import/export firm data, create custom fields, intake forms, workflows, add/remove case stages, and manage lead settings.
Personal: You can update your profile picture, time zone, default reminder settings, and notifications.
Firm: This tab allows you to edit user permissions (if you are an admin user), upload your firm's logo, and manage your client billing and invoice settings (if an admin).
