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:
- admin.lawtoolbox.com > users > add user manually or
- admin.lawtoolbox.com > users > search and add user (UPN)
- Manage user permissions and toggles (email reminders, admin rights, etc.)
- Deploy the add-in in admin.microsoft.com
- Or share this article for the user to add themselves
- Add outlook rules in the new user's inbox
- 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.
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