Managing Your EvenUp Account

Managing Your Account

How do I access my account?

You'll receive an email from the portal with a link to log in. You can log in using your email, and there's no password required; instead, EvenUp utilizes “magic links” for secure authorization. We suggest bookmarking the login page for future access.

How can I view notifications or stay updated on what’s new in EvenUp?

After logging into EvenUp, click on “Notifications” on the top navigation menu.
A dropdown will appear, showing updates, new features, announcements, and upcoming releases.

How do I connect my account to Microsoft’s Single Sign-On (SSO) system?

Log in to EvenUp, click on your user profile icon in the top right corner, and navigate to “Settings.” Navigate to “Profile,” then select “Link to Microsoft SSO.” Follow the on-screen prompts to complete the connection process.

How do I update other account information?

Log in to EvenUp, click on your user profile icon in the top right corner, and navigate to “Settings.” From there, you can edit details such as contact information, user permissions, and preferences. For further assistance, contact your Customer Success Manager (CSM).

How do I change my account email?

Log in to EvenUp, click on your user profile icon in the top right corner, and navigate to “Settings." Navigate to “Profile” and select “Change Email.” Ensure that you have access to the new email address, as you will need it to log back in. Once you update your email, you will be logged out and required to log in again using the new email address.

Managing Users & Permissions

What are the different user permissions?

EvenUp offers four distinct user permission levels to ensure proper access and functionality for each team member in your firm:

Firm Admin: This role has the most extensive access and management capabilities. Firm Admins can create and submit requests, view and edit all firmwide requests, see available credits, create new users, and update user details, including setting roles (up to Firm Admin level). They can also manage all aspects of user accounts.
Office Admin: Office Admins have access to all cases within the firm. They can create and submit requests, edit any request in the firm, and view all users. They can update names and emails for firm attorneys but cannot set user roles beyond their own level.
Attorney: Attorneys have a more restricted role. They can create and submit requests but only see and manage the requests they created. They can update their own name and account details but cannot view or manage others' cases or account details.
Support: This is the most restricted role, designed for limited case involvement. Support users can create and submit requests but only access and view the requests they created themselves. They can only update their own account details.

This structure ensures streamlined workflows and secure access based on the responsibilities of each team member.

How do I view my own user permission level?

Log in to EvenUp, click on your user profile icon in the top right corner, and navigate to “Settings.” Navigate to “Profile,” where your permission level will be displayed next to your name.

How do I manage user permission levels?

To manage user permissions in the EvenUp Portal, navigate to the "User Accounts" section. Select the user whose permissions you'd like to modify, then adjust their role (Admin, Standard User, or Viewer) based on their responsibilities. Once updated, changes will apply immediately. Only admins have access to managing user permissions. Contact your Customer Success Manager (CSM) for additional guidance or complex setups.

How do I add additional users?

If you have the necessary permissions, log in to EvenUp, click on your user profile icon in the top right corner, and navigate to “Settings.” Navigate to “Manage Users” and click “+ Add User” and fill in the required fields. The new user will receive a welcome email with instructions on how to access the EvenUp portal.

How do I delete users?

If you have the necessary permissions, log in to EvenUp, click on your user profile icon in the top right corner, and navigate to “Settings.” Navigate to “Manage Users” and click the trash icon next to the user you wish to delete. Once confirmed, the user will no longer be able to log in to EvenUp Law.

How do I edit users?

If you have the necessary permissions, log in to EvenUp, click on your user profile icon in the top right corner, and navigate to “Settings.” Navigate to “Manage Users,” select the user you want to edit, and update their information, including their role.

Can multiple users be on the platform at the same time?

Multiple users can be on the EvenUp platform simultaneously. Each user can access the portal under their own login credentials and collaborate in real-time on creating requests, case updates, and other tasks without any issues. All changes are automatically synced to ensure everyone has the most up-to-date information.

Billing

How do I renew my subscription?

Your annual subscription term is currently on an auto-renewal basis. Upon renewal, your credits and access will continue seamlessly.

How do I upgrade my subscription?

To upgrade your EvenUp subscription, contact your Customer Success Manager (CSM) to discuss your firm’s needs and the available subscription options. Once you choose an upgraded plan, your CSM will handle the process, ensuring a seamless transition. Your new subscription level will take effect on the next monthly billing date, including any additional credits and features.

How do I view my billing history?

To view your billing history for Demands and MedChrons, log in to the EvenUp Portal and navigate to the "Billing" section. There, you can review past invoices, payment details, and transaction history. If you need assistance or have specific billing inquiries, you can also contact your Customer Success Manager (CSM) or the EvenUp finance team.