Account Setup & Settings
Use the articles in this section to help you setup your MyCase account, adjust your account's settings, edit firm user permissions, and more. This section will help you ensure that your MyCase account is configured properly so that you can begin utilizing the rest of the features we offer.
55 articles
What's New?
New MyCase User Interface
Onboarding Quick Start Guide for MyCase
Navigating Settings in MyCase
Dashboard Navigation Overview
Global Search Bar
Interactive Getting Started Bar
Add Item Menu - A Huge Time Saver!
How to create and print lists in MyCase
MyCase App Overview
How to Master MyCase
Conflict Checking in MyCase
Get Comfortable with the MyCase Layout
Adding a Payment Button to Your Website for Law Pay Customers Help Article
Connecting 2-way SMS Text Messaging on your Website
Updating Time Zones
How to Change Firm Contact Information and Upload a Logo
Account Setup Guide
How do I access my account settings page?
Set up your Office Locations
Updating Your Firm's Payment Information
Setting/Editing Default Billing Rates for Firm Employees
What's the difference between an admin user and a regular user?
How do I deactivate a firm user?
How to Bulk Add Users
How do I update my email address?
Help! I forgot my password.
How can I change my password?
What are firm users?
Changing My Automatic Logout Time
How do I reactivate a deactivated firm user?
How do I add firm users to MyCase?
Edit Notification Settings
Editing User Access Permissions
Multi-Factor Authentication (MFA)
Resetting Multi-Factor Authentication (MFA) for Users
What web browser should I use for running MyCase?
MyCase Status (System Performance)
Is MyCase compatible with both PC and Mac?
Can I login to my MyCase account from different computers simultaneously?
Security & Data Redundancy
MyCase on your Mobile Device