Manage your Case Manager Portal account settings, update your information, and customize your preferences.

Accessing Settings

Finding Settings

Log in to the portal
Click your name or profile icon
Select Settings or Account

Profile Information

Your Profile

Update your information:

Name (may be locked)
Email address
Phone number
Organization

Changing Email

To update your email:

Go to Settings → Profile
Edit email address
Verify new email
Old email may be notified

Contact Preferences

Set how providers can reach you:

Preferred contact method
Best times to contact
Additional contacts

Password and Security

Changing Password

Go to Settings → Security
Click Change Password
Enter current password
Enter new password twice
Save changes

Password Requirements

Passwords should be:

At least 8 characters
Mix of letters and numbers
Unique to this account
Changed periodically

Two-Factor Authentication

If available:

Go to Settings → Security
Enable two-factor authentication
Follow setup steps
Save backup codes

Notification Preferences

Email Notifications

Control what emails you receive:

New documents shared
Messages received
Schedule changes
Report availability

How to Change

Go to Settings → Notifications
Toggle notifications on/off
Choose frequency (immediate, daily, weekly)
Save preferences

Notification Frequency

Options may include:

Immediate: As events happen
Daily digest: Once per day
Weekly summary: Once per week
None: No emails

Report Preferences

Automatic Reports

Set up automatic report delivery:

Choose report types
Set delivery schedule
Select format
Configure per client

Report Format

Choose preferred format:

PDF
Excel
Other options

Display Preferences

Interface Options

If available, customize:

Date format
Time zone
Language
Theme

Accessibility

Some portals offer:

Font size adjustment
High contrast mode
Screen reader support

Session Settings

Auto Logout

For security, sessions may expire:

After inactivity period
Typically 30-60 minutes
Log back in to continue

Remember Me

If available:

Stay logged in longer
Only use on private devices
Not recommended on shared computers

Managing Access

Your Assigned Clients

View which clients you can access:

List in settings
Contact provider to change
Access based on assignments

If Client List Changes

When your client assignments change:

Access updates automatically
New clients appear
Removed clients disappear

Portal Permissions

What You Can Do

Your permissions determine:

Which clients you see
What information is visible
Which reports available
Communication options

Requesting Changes

To request different access:

Contact the provider
Explain your needs
They can adjust settings

Troubleshooting

Can't Save Changes

If settings won't save:

Check required fields
Verify internet connection
Try refreshing
Contact support

Email Not Receiving

If notifications aren't arriving:

Check spam folder
Verify email address
Check notification settings
Contact support

Access Issues

If you can't access features:

Verify your permissions
Contact provider
They can adjust access

Logging Out

How to Log Out

Click your name/profile
Select Log Out
Confirm if prompted

When to Log Out

Log out when:

Using shared computers
Finished with portal
Stepping away
Security concern

Account Support

Getting Help

If you need assistance:

Check help section
Contact provider
Use support contacts
Describe issue clearly

Reporting Problems

Report issues including:

What you were trying to do
What happened
Error messages
When it occurred

Help Center

Account Settings