Add New User To My Account

Add New User To My Account

To add a new user to your account. Please email support@camplegal.com the following information.

User Details:

  1. Name (first/last):  

  2. Email:

  3. Title:

  4. Receive Text Notifications (yes/no):

  5. User Role:

  6. Billing Role:

User Roles:

  • Admin - Access to everything.

  • User - Cannot access certain admin parts of the system and overall activity feed.  Can access cases even if not linked to it, all Contacts and all Leads.

  • User - Linked Cases Only - Can only access cases linked to, all Contacts and all Leads.

  • Lead Management Only– Can only access all Contacts and all Leads

Billing Roles:

  • Billing - Access to everything including the Dashboard Overview.

  • Billing Admin - Access to everything minus the Dashboard Overview.

  • Billing View and Accept Payment - View Payments and Invoices, Accept Payments.

  • Billing View – View Payments and Invoices.

  • Nothing
     - Will not see any billing numbers


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