To add a new user to LawToolBox, please follow the steps below. If you need to remove a user first, please follow these steps first, otherwise proceed with adding an additional license to your subscription.




How to add a new user:

  1. admin.lawtoolbox.com > users > add user manually or
  2. admin.lawtoolbox.com > users > search and add user (UPN)
  3. Manage user permissions and toggles (email reminders, admin rights, etc.)
  4. Deploy the add-in in admin.microsoft.com 
  5. Or share this article for the user to add themselves
  6. Add outlook rules in the new user's inbox
  7. Share the welcome packet with your new user


NOTE:

Make sure to add outlook rules and calendar filter to inbox BEFORE sharing any cases

Link to FAQ Outlook Rules & Calendar Filters


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How to add a new user:


Navigate to admin.lawtoolbox.com


+ Add User


 


Add User Manually > Enter user info:

*if your firm uses a UPN use the "search & add user" instead

 


User Preferences & Permissions

Turn on the "eTickle" for the 7 day email reminders

Turn on "Can Manage Admin Portal"  if applicable


Click on user name to manage permissions. 

Read related article



To get the add-in please check with your M365 global admin to see if those get auto added through a Security Group, or ask your new user to click "Get Add-ins" inside outlook and add LawToolBox


Get Add-ins