Showing posts with label Profile-SubAccount. Show all posts
Showing posts with label Profile-SubAccount. Show all posts

Payer Only Role

The Payer Only role allows subscribers to designate someone to access CourtNet 2.0 for bill paying purposes only, and not be charged the $10 sub account fee.  

Go to the Profile page. Under Sub Accounts, click on the Username hyperlink of the account you would like to convert to Payer Only. This will take you to the Sub Account Information page for a single account. To designate this account for Payer Only, Check Active? and Account Payer? and uncheck Performs Searches?.


Job Title and Location

All subscribers of CourtNet 2.0 can now add user Job Title and office Location. For subscribers with Advanced, Professional, or Enterprise service plans, this feature will allow the subscriber to track the usage of each Job Title and office Location.

On the Profile page, under User Profile, click the Job Title edit icon. This will take you to the Edit User Information box. Click the drop down menu for Job Title and choose one. Click <Save Changes>. Close box or click <Success>.


Click the edit icon for the Location. This will take you to the Edit User information box. Then, type in the work location or office name in the Location box and click <Save Changes>. Close box or click <Success>.



User Profile- Sub Accounts











You have the ability to add Sub Accounts to your master account.  A sub account can be someone from your staff that you designate access to.  These sub accounts will have full access to run searches on your behalf.  Currently, there is a $10 charge for each active sub account in a billing cycle.

To set up a Sub Account, click on the Add a Sub Account link. Enter the e-mail address, first and last name, job title, and location of the additional user. Once you click on Send Invitation, the user will receive a welcome e-mail providing instructions (ID/PW) to log into CourtNet 2.0.

As an administrator, you will have the ability to change the sub account user information, reset the password and de-active an account.
















When inviting a sub-account user on your master plan, you may now designate that individual as the Account Payer (someone authorized to pay the invoices), an Account Administrator (someone who may activate or deactivate sub-accounts), and/or someone who Perform Searches.

Important:

All actions performed by the Sub Account user will count against the case total available according to the plan you have selected.