Managing your EvenUp 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.

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.

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 contact your CSM.

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.

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.

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 CSM for additional guidance or complex setups.

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.

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.

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.

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.

To upgrade your EvenUp subscription, contact your 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.

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 CSM or the EvenUp finance team.