How to Set Up a New User Account

From PikaDocs

From the quick links menu bar at the bottom of the Pika screen, select “Site Map,” then select "User Accounts" from the System Screens header. On the screen that follows, click "Add New User" below the blue Pika header bar at the top of the screen. The "Add a New User Account" screen will appear.

Fill out the user's information in the form. Be sure to fill out the "First Name" and "Last Name" fields, and, if desired, the user's middle name and "Extra Name" such as additional last name or identification. Although not required by Pika, you may also fill out the user's description (i.e. "pro-bono attorney" or "staff"). Then, enter the new user's username and password, which the user will use to log in to the system. You may also enter a valid e-mail address for the user.

Important: To ensure that the new user can log in to the system, be sure to click the "User Account Enabled" checkbox. The user will not be able to access the system until this box is checked.

From the "Security Level" drop-down box, assign a security level for the user. Your organization's security levels will vary. If you have any questions about which security level to assign to a user, contact your Pika administrator. If you have questions about how to set up a security level, visit the "Creating Pika Security Levels" section of the Admin manual.

Optional Information:

Although not required by the Pika system, you may choose to enter additional information about the user, including whether the user is an attorney and his or her phone number, practice areas, languages, firm name, address, county, and miscellaneous notes. Check with your Pika administrator to determine whether the optional information is required by your organization.

After entering all information, click the "Save" button to create the new user account.

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