When a law firm adds a new user, they frequently call or email us at MerusCase Support to get another user license added. At this time, they'll usually give us the user's name and tell us to "just add them," but user accounts in MerusCase require extra information before those new users can take full advantage of all the various capabilities MerusCase offers.
We require users in MerusCase to have valid email addresses, which they use as their MerusCase usernames to log in. Valid email addresses are important for receiving notifications via email, such as messages received from coworkers or temporary reset passwords in the event of forgotten login credentials.
New users' account preferences can also be configured to accommodate their particular roles and responsibilities at their law firm. At account creation, we ask for the default billing rate based on case role (attorney responsible, paralegal handling, etc.,) and we ask for their MerusCase user permission level. General Staff, for example, have limited view/create privileges in cases, while Firm Administrators can delete cases, change their firm's name, and even add or deactivate users themselves.
We had a relatively new firm call us last week asking for an additional user account, and they were confused when they gave us the name and we couldn't just create the account for them on the spot. Since they're recent MerusCase users, we gave them a quick refresher of staff roles in cases and email notifications, at which point they readily understood why we needed to ask for that extra information.
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