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 â€“ View Payments and Invoices.

• Nothing
   - Will not see any billing numbers