Add a team member to your hub

Add a colleague to your hubHub Your law firm's own client portal, with its branding, its team and all of its cases in one place. with the staff role so they can work on their cases. Make them a Manager if they also need the Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings..

1. 1

   Open Add User

   In Users, choose NEW.

2. 2

   Enter their details

   Type their work email address, or switch to Phone and type their mobile number. Then fill in First Name and Last Name.

3. 3

   Choose the staff role

   Set Role: to staff, then choose their Designation, such as Attorney or Lead Paralegal. Both are suggested when they're added to a case.

4. 4

   Save them

   Choose Save. They join the Active tab as a User, working on their cases in the portal.

5. 5

   Give Admin Panel access

   If they need it, an Admin chooses Edit User, the pencil icon, on their row, opens Settings, sets User Type to Manager under Host User Attributes, and chooses Save.

What happens next

Adding a colleague sends them nothing, so tell them to sign in at account.caseactive.com with the address you used. They see only the cases they're on: add them to cases, or use an Assign Cases rule. To let them create cases from the portal, see Let a team member create cases and add people.

A new Manager is emailed that they now have access. See Understand user types and roles.

If something goes wrong

• "User with username already exist." They're already in your hub: find them on Active and add them to their cases. Someone disabled gets a message saying so instead; see Fix errors when adding a user.
• "Email is invalid. Example: username@example.com." or "Phone is invalid. Example: +12035556677" Check the email address or number.