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Learn how to add new Case Role drop-down menus to the Face Sheet.
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Learn how to set a temporary password expiration time and add, edit, and remove users in NextStep.
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Learn how to add, view, and remove a User Role and add User Roles to Case Assignment Roles.
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Learn how to add an Agency to the Billing Engine.
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You will need to add the Agencies and their associated Tax IDs to the system by following the instructions here . After your Agency is added, make sure to set the Service Rates for your Activity Codes by following Step 2: Add Activity Code Serv...