HOW TO SETUP AN ATTORNEY/PARALEGAL IN EIMMIGRATION

  1. Navigate to the Administrative Tools.
  2. Click on the Users icon on the Home page.
  3. Click on the Add Case Worker button.
    1. Note: You can add as many user accounts as you would like, however you may only enable (give caseworker portal access to) as many as the amount you have purchased a license for.
  4. Enter in the Case worker information.

  5. If you would like this caseworker to have the ability to login via the caseworker portal, click on "Create Account" and proceed to step six. Otherwise click Save (as seen in the previous screen-shot).
  6. Once you click "Create Account", some more fields will appear, which will allow you to enter in the caseworker's login name & password, along with some other accessibility options. Once you've entered in all the necessary information please click the Save button at the top of your screen. Note that the below screenshot is showing all modules including optional ones, the access rights that available to choose from may vary depending on subscription level.