Following along in MyCase is recommended as you read the article.
Linking a Firm User to a Case
Open the Case Details page for the case that you would like to add the firm user to.
Click the Contacts & Staff button. You will be presented with a list of all the contacts and firm users that are linked to the case.
Click the Add Staff button.
You will then be given two options:
New Staff - Create a new Firm User and link them to the case.
Existing Staff - Link an existing Firm User to the case.
Batch Link Firm Users to Cases
Open the Cases Dashboard by clicking the Cases tab in the left navigation pane.
Click the checkboxes to the left of the case(s) you'd like to link users to.
Click the Actions button in the top-right corner of the page.
Click Assign cases.
You will be presented with a popup box that allows you to select the users who should be linked to the selected cases.
Choose the users to assign, and check the boxes next to Share all existing case events and tasks with these users and Automatically mark all items as read, if desired.
Click the Add case link button.
Pro Tip: To link a firm user to only cases related to a specific attorney, first filter your cases list by a Lead Attorney, then use the select all button to easily link users to only these cases.