We have expanded the ability for enabling the Client Portal to allow you to invite clients while sharing certain items.

Enabling the Client Portal when sharing an Invoice, Document, or Event

This article will walk you through disabling MyCase access privileges for a client/contact in MyCase.

How do I disable 8am MyCase Client Portal access for a client/contact?

You can visit the contact details page to view the Client Portal activity for a client or contact in your 8am™ MyCase account.

How to view the Client Portal activity for a contact

The power feature of MyCase lies in the ability to provide your clients and contacts 24/7 access to selected case

How do I share information with clients and contacts?

If your client has forgotten their password, they can use the "Forgot Password" tool to reset it.

What if a client forgets their password?

This article will walk you through enabling MyCase access privileges for a client/contact in MyCase.

How do I enable 8am MyCase Client Portal access for a client/contact?

What web browser should I use to run MyCase's Client Portal?

Here is a step-by-step guide on how to send and receive secure messages via the Client Portal, manage your firm’s template library, and streamline your communication using Client Messaging Templates.

8am™ MyCase Client Portal Messages

How to Use the Client Portal

Schedule a Training

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.