Managing Users in CaseScribe
This section explains how administrators can add, edit, and delete users in a CaseScribe organization. User management allows you to invite attorneys, paralegals, and other staff members who need access to your CaseScribe account. It also covers how to handle expired invitation links.
Who Can Manage Users
Only users with Admin permissions can add, edit, or delete users.
If you do not see the User Management options and believe you should have admin access, contact the CaseScribe team to request a role update.
Accessing User Management
Log in to your CaseScribe account.
Look to the lower-left corner of the screen.
Click the icon located there to open the User Management page.
Adding a New User
Use this process to invite a new user to your organization.
On the User Management page, click Add User in the upper-right corner.
Enter the user’s:
First name
Last name
Email address
(Optional) Enter a mobile phone number.
Review the information for accuracy.
Click Create.
After the user is created, CaseScribe sends an invitation email to the email address you entered.
Invitation Expiration
Invitation links are valid for seven days. If the user does not accept the invitation within that time, the link will expire.
Resending an Expired Invitation
If an invitation link expires, the recommended solution is to delete the user and add them again.
Delete the user from User Management.
Re-add the user using the Add User process.
This automatically generates and sends a new invitation email with a fresh link.
If the invitation still does not work after re-adding the user, contact CaseScribe management for assistance.
Editing an Existing User
You can update a user’s information at any time.
On the User Management page, click the user’s name.
Make the necessary changes.
Click Save.
Deleting a User
You can delete a user in one of two ways.
Option 1: From the User Details Page
Click the user’s name.
Click the red Delete button.
Confirm by selecting Yes, delete.
Option 2: From the User List
Locate the user in the list.
Click the three-dot menu next to their name.
Select Delete and confirm.
Deleting a user removes their access. If the user is later re-added, a new invitation email will be sent.
If you encounter issues that cannot be resolved through these steps, reach out to the CaseScribe team for support.