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How do I link a firm user to all active cases?

How do I link a firm user to all active cases?

You can link a firm user to all active cases by navigating to the firm user's page.

Updated over 2 weeks ago

Overview

You can link a firm user to all active cases by navigating to the firm user's page.

The easiest way to pull up the firm user's page is by navigating to your Firm User Settings

Linking a Firm User to All Active Cases

  • Click Settings and then All Settings

  • Underneath Firm, select Firm Users

  • Click on the name of the user you would like to link to all open cases

  • Select the Cases sub-tab on that page

  • Click the button on the right hand side to Link to All Active Cases

A pop-up window will appear to confirm you would like to link the Firm User to all active cases.

Additionally, there is a checkbox option to add all existing case events to the Firm User's calendar.

Once selected, it may take a few minutes for the contact to be linked to all active cases.

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