CaseMail enables accounts with multiple users the ability to manage and track transactions for all users, departments, branches and offices. Depending how you’ve setup your user’s permissions, you can either let users add credit to their accounts or set permissions so only the
Head Admin or Sub-Admins can make deposits then assign credits to each user’s account.

Admin Credit Deposits and Management:
If you’ve setup your Governance Plan to only allow Admins to make deposits, you will need to follow these (3) steps

1. Add credits to your Admin account

      2. Transfer credits to the Company Account

       3. Assign Credits to Users 

STEP 1:  ADDING CREDIT TO YOUR ADMIN ACCOUNT

Go to Company Dashboard:

 

Click on Available Credits to go to the Credit Management Screen

 

Once on the Credit Management Screen
Click on the “Add” button

1. Enter Credit Amount
2. Click on Add Credit

Enter Payment Method

 

Click on Your Account

 

Click on “Transfer to Company Account”

 

 

Click on Company Dashboard

 

To begin Transfer Click on the Assign Button

 

Note: You will have (2) Credit Assign Options:

Click on the Distribute As Drop Down Menu
1. Transfer an Exact Credit amount to Each User
Example: $100 will be added to testuser@casemail.co account only
2. Transfer Credits Equally Among All Users
Example: If you have 10 users a $100 deposit will be distributed as $10 to each user’s account