How to add a new employee, create a user, or add a worker to CASEpeer.

NOTE: This can only be done by a firm administrator.

Navigate to the

Icon in the top right corner of your account and select Users.

Click the Add Worker button on the left side of the page.

A pop-up window will appear.

Enter the new user’s information.

Click Save.

The new user will appear in the user list.

Make sure to Select Which Case Assignment Drop-downs a User Will Appear In and set Permissions.