Overview
Following along in MyCase is recommended as you read the steps:
Open the Settings page.
In the top center of the Settings page, click on the icon to Add Multiple Users.
MyCase will then display the Add Bulk Users lightbox. Enter the first and last name, email, and user type for the people you would like to add. You can choose to grant access now, by toggling the option on. If you leave it off, then you can invite them to MyCase later.
Once finished, click the blue Create Users button to add these users.
Anyone that is set to “grant access now” will receive a welcome email from MyCase (on behalf of your law firm). It will contain a link for them to activate their account and set up their password.
Inviting Users Later
If you did not choose to “grant access now” for a user, you have the option to invite them later.
To send the activation email, open the Settings page.
In the left-hand menu, click Firm Users.
Under Firm Users you will see a list of all users added to the account. If they have not activated their login, you can click on the blue words towards the right of their name to Send Welcome Email.
The user will receive a welcome email from MyCase (on behalf of your law firm). It will contain a link for them to activate their account and set up their password.
Your monthly subscription fee is based on the number of firm users on your account. If you are on the Pro tier, adding firm users will increase your monthly subscription rate by $99 per user per month. Or $1068 per user annually. If you are on the Basic tier, adding firm users will increase your monthly subscription rate by $49 per user per month. Or $468 per user annually. If you are on the Advanced Tier, adding firm users will increase your monthly subscription rate by $119 per user per month. Or $1308 per user annually.
Interested in switching to annual? Please feel free to do so within Settings | Firm Settings. Contact [email protected] with any questions.
Don't confuse Firm Users with Clients & Contacts. You can have an unlimited amount of Clients and Contacts in MyCase without getting charged more for your monthly subscription.