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How edit your User Account information
How edit your User Account information

Overview of the User Account tab for Firm Staff Members

Updated over a month ago

Your User Account settings host multiple important data points, some of which are client facing. Below is an overview of what can be changed on this page.

  1. Account information

    1. Profile Picture

    2. First and last name

    3. Account email

    4. Job Title

    5. Client facing email

    6. Cell number

    7. Office number

    8. Client facing bio

  2. Update Password

  3. Download Chrome Extension

  4. Calendar Integration

  5. Case Notifications

  6. Daily Reports

  7. Email Notifications

How to navigate to the User Account Settings

  1. In the top right of your screen click the Profile Icon

  2. Then choose Settings

  3. This will always take you to your User Account Settings

Account information

  1. Profile Picture

    1. Your profile picture is required for your profile to reflect inside the mobile application.

  2. First Name and Last Name

  3. Account email

    1. This email is used to log into the web portal

  4. Job Title

    1. This should be set at the time of Implementation. It is recommended to not change this to anything that was not decided with your Implementation Manager as it could break your user permissions.

      1. If you need a new title please contact our support team using the chat bubble or emailing support@casestatus.com.

  5. Client facing email

    1. This is the email that shows up on your client bio in the mobile application.

  6. Cell number

    1. This is a secondary way to log in. You can use your cell number to receive a pin to access the web portal.

  7. Office number

    1. This is the number that shows on your Client facing bio.

  8. Description

    1. This is typically used as the "About Me" section. This will show in the Client facing mobile application.

Password

  1. You can change your password from this page.

  2. If you do not know your password you can log in using your phone number to receive a pin. Once you are logged in you can update your password here without knowing the old one.

Chrome Extension

  1. Download the chrome extension on this page.

    1. You can also click download it HERE.

Calendar Integration

  1. You can send appointments created within Case Status to your personal calendar. Integrate with Google Calendar or Outlook.

Case Notifications

  1. Enable or Disable this setting to receive notifications from Cases you are associated with.

Email daily reports

  1. Send me a daily summary email of unread messages

    1. This will send an email with a summary of missed messages from cases you are associated with.

  2. Send me a daily exception report of the nightly sync

    1. This will send a summary report of any cases that did not sync to Case Status and the reason why.

Email notifications

Please Note: You will only receive notifications for cases you are associated with.

  1. Send me a notification for each client inbound message

    1. Receive an email when a client messages your firm for any case you are associated with.

    2. Send me a notification for each NetPromoter score.

      1. Receive an email when a client fills out a NetPromoter score.

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