Registering Users

Only registered users of CasePortal can be setup to receive Reports, Dinger Alerts, and Tracker Alerts.

Only users with Firm Admin or Office Admin permissions can invite users to register.

There are two methods for getting users registered to your CasePortal account:

  1. Invitation method
  2. Self-registration method
Invitation Method

The invitation method works by sending prospective users an email invitation to join CasePortal. On receipt, invited users will have 72 hours to complete their account registration by following the instructions in the email and creating a password and/or registering their user account using SSO (if supported). If the invited user hasn't registered their account with CasePortal within that time frame, the invitation will need to be resent.

To invite users, go to the Users page in the Firm or Office Management section and then select “invite users”

 

The image above shows how a Firm Admin can invite a new user. If you have Office Admin permission, the menu items may look slightly different.

 

When you invite a user you will need to know:

  • A valid email address to send the invite to (user will receive an invitation by email to complete registration)
  • Which office you wish to assign the user to (this can be changed later)
  • Which permission level you wish to assign to the user (this can be changed later)

Note: you can batch invite up to 20 users at a time as long as they are assigned to the same office and user role. More information on roles and permissions are below. 

 

The image above shows the fields required when inviting a user to join CasePortal.

 

Once a user has been invited, their status will show as "invited" until they complete their registration, at which point their status will change to "active." Once a user is active, they can be added to the recipients list for Reports, Dinger Alerts, and Tracker Alerts.

If an invited user lets their invite expire, their status will change from "invited" to "expired." You can resend the invitation by clicking the "resend" option, or you can cancel it altogether by clicking "cancel."

 

Self-Registration Method

It's also possible to direct users in your organization to self-register their CasePortal accounts. With this method, no invite is required. Instead, prospective users will visit a secure registration page and create their account. 

Each office in your organization has its own registration page. You will direct your users to that page and they will register to join that specific office. Users who self-register are automatically created as Limited Users. Their role can be upgraded after their account is active.

To find the registration page URL for a given office:

  • If you are a Firm Admin, go to Firm Management > Offices, then click the number in the "users" column of the grid. This will redirect you to the existing user registry for that office. From this view, click the "invite users" button 
  • If you are an Office Admin, go to Office Management > Users, then click the "invite users" button

 

 

If there is no registration page URL, click the "generate URL" button to create one, then you click the "copy" icon to copy the URL onto your clipboard and paste it as needed.

For security purposes, the registration page URL can be regenerated any time. To regenerate the URL, click the "refresh" icon next to the copy icon and a new URL will be generated. 

 

 

User Permission Levels

Limited User

Limited users can:

  • Login
  • Reset their password
  • Search cases in the case libraries
  • Self-subscribe to (or unsubscribe from) dingers and trackers created by other users
  • Self-subscribe to (or unsubscribe from) SMS alerts for dingers and trackers
  • Download documents that are free or that have been previously paid for
  • Self-subscribe to (or unsubscribe from) Courthouse News Service reports and custom reports

Regular User

Regular users have all permissions of limited users, but can also:

  • Create dingers (including Nationwide Dingers for firms in small or regular pricing plans; charges may apply)
  • Modify or delete dingers they created, including adding or removing other recipients
  • Run docket-on-demand (to check for docket sheet updates; charges apply)
  • Create trackers (charges apply)
  • Modify, pause, or delete trackers they created, including adding or removing other recipients
  • Pay for and download documents (charges apply)

Office Admin

Office Admin users have all permissions of regular users, but can also:

  • Invite and assign users to their office
  • Modify, pause, or delete dingers and trackers created by other users within their office
  • Set dingers they created to be private
  • Create and manage user groups
  • Manage certain administrative functions

Firm Admin (for firms in Jumbo pricing plans)

Firm Admin users have all permissions of office admin users, but can can also:

  • Create new offices within the firm
  • Invite and assign users to any office within the firm
  • Modify, pause, or delete dingers and trackers created by other users across all offices
  • Manage all administrative functions

Firm Admin (for firms in Small or Regular pricing plans)

Firm Admin users have all permissions of office admin users, but can can also:

  • Create new offices within the firm
  • Invite and assign users to any office within the firm
  • Manage CNS Reports recipients for all offices
  • Manage all administrative functions

Firm Admins cannot:

  • Add recipients from offices (other than the one they belong to) to dingers they created
  • Manage dingers created by other users in other offices