🏢 Organization Setup

Learn how admin accounts and organizations are set up in Your Case Plan.

• Organizations are created by Your Case Plan.

  Need changes? Email support@yourcaseplan.com

• Admins and Owners are invited by email with a secure, one-time link to activate their account.

• Admins can:

  ✅ Add/manage users

  ✅ Create and manage cases

  ✅ Assign clients to cases and parties

📹 For a complete overview of all Admin functions, check out our Getting Started video:

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