This article details the steps on how to add Users for Corporate Cases. To add family members/co-applicantes to a personal case, please click HERE
Click Cases from the Main menu on the left.
Click Corporate to view Corporate Cases.
Select the case you wish to add a new user to and click on Users.
Click Add Applicant to add a new user.
Fill out the necessary fields. The fields marked with an asterisk (*) are required fields. Note that the Login Username or Email will be automatically filled for you.
Click on the Relationship drop-down menu to select a relationship to the new user.
You may also select what service will be provided for the new applicant, such as Advice only, Representation Only, Both Advice and Representation or No service delivered.
Click on Save to finish adding a new User.
You should now see your newly-added user on the Users page.
After you have successfully added the user you may also send a client portal invite to them. To do that, click on "Options" and click on Send Client Portal Invite.
