How to Add a New User in Amicus Attorney by CARET

You can add new users at any time. However, these new users will not be able to use Amicus Attorney by CARET until you have allocated a license to them.

1. Log in as an Administrator.
2. Go to Office > User Management, then click New at the bottom of the screen.
   
   
3. Click on Full Name in the New User dialog that appears, then enter in a First Name, Last Name and Initials (initials are mandatory).
   
   
4. Once completed fill in the user's Address and Communication details (i.e. email, phone) for the new user. Email is required if the new user will be using Amicus Anywhere. Click OK.
   
   
   
5. You will be prompted to save this information. Click Yes.
   
   
   
6. Select the Admin option to display the Administration Profile dialog.
   
   
   
7. Specify whether they are a Timekeeper, Administrator, or Librarian.
   • Billing options only appear if you have the premium Billing Module.
     
     
8. Set the Type of User (Partner, Paralegal, Legal Assistant) and their corresponding Security Profile.
   
   
   • For more information on Security Profiles or Groups, see  Help -  > Amicus Administrator Help.
     
9. Set their group membership (if you have internal groups. Groups can make it easier to work with large amounts of date if you are in a bigger firm. 
   
   
   

10. Click Office Access. Specify the User ID – this will be their user name when they log into Amicus Attorney by CARET. Select their new password and then verify the password (you will first need to hit reset password). Here you can also set up Office Access (Who has access to open this user's Amicus Attorney by CARET office)

    It is best to keep this simple (avoiding commas, and titles)
    
    
    

11. Click OK.