User Management

Has your firm just hired a new employee that needs access to MerusCase? Has someone recently retired or resigned? Always keep your user list accurate and up to date via User Management!

Note

Only Firm Administrators have access to User Management.

To navigate to User Management, click on Tools & Settings in the upper right-hand part of your screen displayed as a gear. Then click on User Management.

Tools & Settings

From here the User List will be displayed where you can add new users, filter for current and deactivated users, and more.

Adding a New User

If you have available user licenses, the New User button allows you to add user accounts to your firm. In order to add a new user, you must purchases additional user licenses for your firm or deactivate existing users from the user list in order to create an available license.

Important Warning

You should never, under any circumstance change the name or email address of an existing user in order to reflect new additions to your firm. Instead, you should always deactivate users that are no longer part of the firm and add new individuals as new users. This is because MerusCase tracks all changes via each user's unique identifier so, even after a user has been deactivated, you will still be able to see all activities, events, cases, etc. associated with that user. Improperly altering a user's name or initials will cause confusion in the electronic paper trail.

Email

The email entered for a new user acts as the user’s username/login. This must be a real email address and should not be a shared account as this email address will be where the user receives his/her password resets.

User Permission Level

MerusCase currently has five different user access levels:

Firm Administrators have all rights within MerusCase. They are the only users that can add and manage users, customize systemwide and firm settings, and essentially have all the keys to the kingdom.

Power Users with Accounting have all rights within MerusCase that administrators have, but are unable to change or manage user access.

Power Users have all rights within MerusCase that administrators have including the creation of templates, but are unable to change user access or view accounting modules.

General Staff users are able to view and edit non-accounting modules, has Time Tracking enabled, but is limited in deleting items to those that have just been created.

Read-Only users have no editing or deleting capabilities within MerusCase. A read-only user is only able to view non-accounting modules.

Initials

User initials are used throughout the system to display Attorney or Staff Responsible, Assignees for tasks and events, who logged an Activity and more. User Initials are a unique identifier within a firm and therefore the system will not allow user initials to be repeated. Larger firms find it useful to implement middle initials for all users to eliminate confusion.

Password

By default, the system will set a random password. However, this field is editable so any (temporary) password can be chosen if desired.

Also, by default, the option to force the user to change his/her password on next login will be checked. If the user is not forced to change his/her password, they will need to go to My Account when logged in.

IP Address White List

MerusCase allows a Firm Administrator to limit the accessibility of MerusCase for a user based on location via IP Address. Leaving this field blank means that the user can access MerusCase from anywhere in the world. However, if desired, typing in just one or multiple IP Addresses (separated by a comma) will limit the accessibility to just the office or just the office and his/her home.

Clicking on Use This IP Address will fill the field with the IP Address you are currently logged in from.

Hourly Bill Rate

The hourly bill rate is a placeholder used when capturing billable time if no other rate has been established at the case and/or role level.

For information on billing rates, refer to the accounting section.

Default Billing Level

Select a default billing level from the drop-down menu. Choosing an option here allows the system to know what billing level should be used if the user is billing on a case they are not assigned to as a responsible party.

For information on billing rates, refer to the accounting section.

Editing a User

  1. Click on the line item you want to edit. On click, the edit view appears. On a wide-screen monitor, the edit fields will appear in a two-panel view.

  2. Edit the fields as necessary and click Save.

Deactivating an Active User

If an active user of your firm goes on leave or is no longer a member of the team, deactivate his/her user account in MerusCase in order to repurpose the licensing for a new hire and to ensure that your firm’s data remains secure.

To deactive a user, locate the user within the User List and click Edit > Deactivate User. This option is only available when the chosen user is Active.

Activating a Suspended User

If a suspended user returns to the firm either from leave or a rehire, reactivate his/her user account in MerusCase to allow them to access your firm’s data.

Note

Returning users must be reactivated. If you try to add a user account for someone that already exists in MerusCase as suspended or active, the system will not let you.

To reactivate a suspended user, locate the user within the User List and click Edit > Activate User. This option is only available when the chosen user is Suspended.

Filtering Users

Any table in MerusCase allows for filtering across any of the columns on your screen to provide the user a tailored list within the system. In other words, use the filter to quickly find a specific line item within the table.

Additionally, MerusCase supports the use of multiple filters at once. This means, for example, that a user can search for all open cases within Browse Cases and then apply a second filter to then search for Assigned to Me within those open cases.

To apply multiple filters, enter the first filter then click on the magnifying glass. On Click, a drop-down window will appear. Click Add Filter and toggle what to filter by.

Select Always use this column if you wish to use the same filter type always. Many firms find it particularly useful to select this option when filtering for cases, forms, or templates.

Pro-Tip

MerusCase filtering supports Boolean Search. View our Search and Filter Tricks for more details.

To remove a filter, click on the added filter button (each applied filter appears as a button in the Search/Filter bar). For example, to remove the filter for open cases, click on the button Status: Open within the Search/Filter bar.

Quickfilters

Located above the filter bar are QuickFilters. When clicked on, the QuickFilter populates the filter bar with the chosen user status and finds all users that have that status in the case.

Pro-Tip

When wondering who your firm's active users are and how many seats/licenses are currently being used, take advantage of the Active Quick Filter! Also, don't count users line-by-line. Instead, find the # of items text displayed next to the New User button. For instance, if the text says 16 Items, this means your firm has 16 Active Users. Additionally, if you're wondering how many user licenses your firm has or is currently using, you can view this information via Firm Info.

Resetting a User’s Password

Every firm administrator has the access rights to reset a member of their firm’s password. To do so from the user list, filter for the active user, click on the desired User > Edit > Reset Password.

Upon clicking Reset Password, MerusCase will send a system generated email to the user’s email address on record (i.e. his/her username) with a temporary password. Once the user has received this email, he/she should be able to login using their username and that temporary password. Upon successfully logging in, the system will prompt the user to reset his/her password to something more permanent.

Note

Any user has the ability to change his/her password in My Account.