Select Which Case Assignment Drop Downs a User Will Appear In

How to choose which caseworkers will show up in worker drop-down menus.

• Certain worker dropdowns are filtered to only display designated users. These include intake workers, lien negotiators, case managers, accountants, investigators, and attorneys. If you do not select users for these menus, they will remain blank.
• NOTE: This can only be done by a firm administrator.
• Navigate to the  Icon in the top right corner of your account and select Users.

• Find the user you want to edit by using the search box or scrolling.
• Click the arrow at the end of the worker row.
• Select Menu Filters from the drop-down menu.

• A pop-up window will appear.
• Click the button to Add or Remove specific work menu filters.
• Click Done.

• The changes will be saved.