How To Edit Staff Members

You can now edit information for staff members and Deactivate one if needed.

Instructions

1. Click on the drop-down under your profile picture

2. Click on staff

3. Click on edit under actions
   

• Related Articles

• How-To Client Adding Family Members

  CLICK TO LEARN HOW Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: Form Error 500: Unable to Open Form Page: How to send an Intake Page: Error uploading a Document Page: How to select User and Billing Roles

• How-To Create And Link Family Members

  CLICK TO LEARN HOW Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: How to create Invoices and link Payments to QuickBooks Page: How to select User and Billing Roles Page: How-To Autocomplete Search Page: How-To Sending ...

• Add New User To My Account

  To add a new user to your account. Please email support@camplegal.com the following information. User Details: Name (first/last): Email: Title: Receive Text Notifications (yes/no): User Role: Billing Role: User Roles: Admin - Access to everything. ...

• Add or Delete a Beneficiary to an Existing Case

  How to add or delete a Beneficiary to an existing case? After the case is created, the Beneficiary can be modified in the Members tab. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and Derivatives/Dependents. ...

• Add Joint Sponsor

  How to add a Joint Sponsor to an existing case? Adding a Sponsor to a case is easy and allows the user to assign a form to that person. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and Derivatives/Dependents. ...