Adding a New User


Only Firm Administrators can add, edit, or deactivate users.

 

Not sure if you're a firm administrator? See our help article on how to check your user / firm administrator status.

 

If you are a firm administrator, follow these steps to access the user management tools:
 

1. Go to Tools > Settings and Options.
2. Under the User Management left-hand menu, click on User List. 

 

 

 

 
 
 
 
 
 

Creating a New User

 

  1. In the User List, click New User to add a user. 

 


2. Fill in all information and click Save.

 

 

 

 

Editing User Details / Permission Levels

 

  1. Go to Tools > Settings and Options.
  2. Under User Management in the left-hand menu, click on User List.
  3. Find the user's name and click on it to open their User Account details
  4. Click Edit in the upper, right-hand corner.


 

 

After accessing a user's account details and hitting the Edit button, you can alter a user's first name, last name, initials, billing information, permission level and restrict their access based on IP address.

You can also reset a user's password, which will send the user an email with a new, temporary password for logging into MerusCase.

 

 

 

 

Related Articles

 

How do I deactivate a user?

User Access Levels

How can I tell whether or not I am a firm administrator?

Resetting a User's Password