Account Interactions (Profiles, invitations, management)

myUSCIS Organizational
Account
myUSCIS account type for users affiliated with a company or organization.

Proposed Revisions can be found on the following slides outlined in red:
− Administrator edits company profile:
o Slide 24: Added Note under “Mailing address” section.
o Slide 25: Added Note under “Mailing address” section.
− Representative Invites a Paralegal:
o Slide 89: Added text under “Business email address”
− My Clients Page – Manage Invitations Tab:
o Slide 93:
 Added Note under “Companies” tab.
 Added “FY21 – FY24 clients” tab.

Administrator creates
company group
This flow shows how someone from a company or organization creates an account as an
Administrator and starts a company group

New USCIS Account for Administrator
A company administrator setting up a new USCIS account selects the ‘organization or company’ account type.

Company Group Creation – New and Upgraded Accounts
Users with an existing registrant account will see this page upon logging in.
Users creating a new myUSCIS organizational account type will also see this page.

User without invitations.

User with invitations.

Company Group Creation

Company Profile Information

Company Profile Creation – Tax identification Number Entry and Alert (if applicable)

Administrator Profile Creation

Administrator Welcome Modal

Administrator Homepage View – New Account

Administrator Homepage Cases Tab – Drafts View

Administrator will see drafts created in their own account, in other administrator or member accounts in the Company Group,
and by Legal Teams collaborating with the Company Group

Administrator Homepage Cases Tab – Submitted View

Administrator will see cases submitted in their own account, in other administrator or member accounts in the Company Group,
and by Legal Teams collaborating with the Company Group

Administrator Homepage H-1B Registrations Tab – Draft View

Administrator will see H-1B registration drafts created in their own account, in other administrator or member accounts in the
Company Group, and by Legal Teams collaborating with the Company Group

Administrator Homepage H-1B Registrations Tab – Submitted View

Administrator will see H-1B registrations submitted in their own account, in other administrator or member accounts in the
Company Group, and by Legal Teams collaborating with the Company Group

Administrator File a Form page

Invitation to Join a
Company Group
This flow shows review and acceptance of an invitation

Review Notification Email

Review Invitation After Logging Into Account
Invitation from
Administrator to
join as Member

Invitation from
Administrator to
join as
Administrator
Note: If invitation is from legal
representative to administrator, the
second paragraph will start with:
“[Representative firstname
lastname] from [Firstname
Lastname's Legal Team] has invited
you to join [Company Name]’s
company group.”

Invitation Accepted – Welcome Modal

Welcome Modal - Member

Welcome Modal - Administrator

Notification if more than 7 days after invite was sent

Administrator Editing
Profiles

Administrator selects a profile to view

Administrator edits company profile
Current

Revised

Administrator edits company profile
Current

Revised

Administrator edits their own profile

Administrator Invites People and
Manages Company Group
Administrators can manage who is included in their company group. Administrators can invite additional
administrators and members, edit roles, and remove people from the group.

Manage Company Group Page – No Additional Admins or Members

Invite User to Company Group

Manage Invitations Tab

Administrator Changes User Role

Change Role Page
Change administrator to member

Change member to administrator

Change Role Confirmation Modal

Notification to Administrator of Role Change to Member

Notification to Member of Role Change to Administrator

Administrator Removes User From Company Group

Remove User Confirmation Modal

User Removed from Manage Users Table

Removed User Receives Notification Email

My Representatives in
Administrator Account

My Representatives Page – Before Any Reps are Invited to Collaborate

Invite a Representative to Collaborate

My Representatives Page - Manage Invitations Tab

My Representatives Page - Manage Users Tab

My Representatives – View Legal Team Page

Administrator can view Representative’s Legal Team. If any Form G-28s are associated with the Legal Team, the “Remove team” button is disabled. If all
Form G-28s associated with the Legal Team have been withdrawn and there are no drafts in progress by the representative, the Administrator can remove
the Legal Team.

Remove Legal Team – Confirmation Modal

Representative Removed Confirmation

Administrator Notified If Representative is Disciplined and Removed

Administrator Notified to
Review Draft(s) Prepared by
Legal Team

Email Notification to Administrator

My Company Page

Administrator Views Draft Card

Member Account

Member View - My Company Page

Member will see drafts and cases created by other administrator and member accounts in the Company Group
Members will see drafts and cases created by Legal Team collaborating with the Company Group

Member View – File a Form Page

Member View - My Representatives Page

Member Profile

Member Notifies Administrator
After Preparing Draft

Member Selects Administrator(s) to Notify After Preparing Draft

Member Returned to Homepage

myUSCIS Legal
Representative Account
myUSCIS account type for attorneys and accredited representatives to prepare USCIS forms on
behalf of individual and company clients.

Representative Account Onboarding

New representative account creation

New representative account creation

New representative account creation

New representative account creation - Attorney selected

New representative account creation – Accredited Representative selected

66

Onboarding Option 1:
• Link a previously filed case using an Online Access Code
• Review profile

67

Option to add paper filed cases to new Legal Representative account

68

Option to add paper filed cases to new Legal Representative account

69

Attorney reviews profile certification page

I certify, under penalty of perjury under the laws of the United States of America, that I am
an attorney and a member in good standing of the bar of the highest court in at least one
U.S. state, Commonwealth, possession, territory, or the District of Columbia, and that the
information presented in the review of my representative profile was true and correct at the
time of filing. I am not subject to any order of any court or administrative agency disbarring,
suspending, enjoining, restraining or otherwise restricting me in the practice of law. I have
read and understand the regulations and conditions contained in 8 CFR 103.2 and 292
governing appearances and representation before the Department of Homeland Security.

If Attorney +
paper-filed
70

Accredited Representative reviews profile certification page

I certify, under penalty of perjury under the laws of the United States of America, that I am an
accredited representative of an organization recognized by the Department of Justice,
Executive Office for Immigration Review, under title 8 of the Code of Federal Regulations,
part 292, and that the information presented in the review of my representative profile was
true and correct at the time of filing. I am not subject to any order of any court or
administrative agency, suspending, terminating, restraining or otherwise restricting me in
representing individuals seeking to file an application, petition, or request with the
Department of Homeland Security, the Immigration Courts, or the BIA. I have read and
understand the regulations and conditions contained in 8 CFR 103.2 and 292 governing
appearances and representation before the Department of Homeland Security.

If Accredited
Rep + paperfiled
71

After certifying, the
rep will have access
to their paper-filed
cases in their
account.
72

Onboarding Option 2:
• Do not link previously filed case
• Create a new profile

73

Option to add paper filed cases to new Legal Representative account

74

Option to add paper filed cases to new Legal Representative account

75

Legal representative profile information – Page 1

76

Legal representative profile information – Page 2, if Attorney

77

Review and Certify profile information – if Attorney

78

Legal representative profile information – Page 2, if Accredited Representative

79

Review and Certify profile information – if Accredited Representative

80

Onboarding Option 3:
Upgrade Existing Representative
Account

81

Verify Profile Information

Attorney profile

Accredited
Representative
profile

Review and Certify Profile

Attorney review and certify

Accredited
representative
review and
certify

Welcome Modal

Representative Homepage

Representative Invites Paralegal
to Legal Team

My Team Page

Representative Invites a Paralegal

Current

Revised

Representative Returned to My Legal Team Page

Representative Invited to
Collaborate by Administrator
This flow shows a representative accepting an invitation from an
administrator (company client) to collaborate

Notification Email to Representative

My Clients Page – Manage Invitations Tab
Current

Revised

Review Invitation

My Clients Page – Manage Companies Tab

Representative Removed
by Administrator

Representative Removed from Collaboration with Company Group by Administrator

Representative Views
Existing Company Client

View Company – My Legal Team Tab

View Company – Company Group Tab

Representative selects paralegal(s) to collaborate with the company client

Representative returns to company client view

Representative Adds New
Company Client

Representative adds company client – My Clients page

Add a Client

Representative adds company client

Representative enters company profile information

Alert if Tax identification number (EIN, SSN, or ITIN) entered is already associated with a company group

Representative enters administrator profile information

Company client added to My Clients

Email Notification to Company Client

[Company group]’s

Company Group’s

Representative Adds New
Individual Client

My Clients Page

Add a Client

113

Individual Client Added

Email Notification to Individual Client

Representative Removes Individual Client

Representative Removes Individual Client

Representative Files for
Company Client

Representative Selects Client and Form

Representative Notifies Administrator to Review After Completing Form Drafts

Representative Returned to Homepage After Notification

Representative Files for
Individual Client

Representative Selects Client and Form

123

After Completing Draft Form(s), Representative Receives One-Time Passcode to Share with Individual Client

124

Client Enters One-Time Passcode After Logging Into Their Account

125

Paralegal Invited to
Legal Team

Paralegal reviews notification email

Paralegal reviews invitation

[Team Name] - Paralegal

Paralegal Welcome Modal

Paralegal – Homepage

Paralegal – My Clients Page

Invitation Expired Notification

Paralegal Prepares Form
and Notifies Representative

Paralegal Homepage
Paralegal will see drafts and cases for the Company Group(s) to which they have been added by the representative

Paralegal – File a Form Page

After Filling Out a Form, Paralegal Selects Representative to Notify

Notification to Representative Successful

Representative Receives Notification Email

Representative Removes a
Paralegal

Representative Can Remove Paralegal from Legal Team

Representative Confirms Removal of Paralegal from Legal Team

Paralegal Notified of Removed
from Legal Team or Company
Group

Email Notification To Paralegal – Removed From Company Group

Paralegal Removed from Legal Team While Logged Into Account

Email Notification To Paralegal – Removed from Legal Team

Paralegal Removed from Company Group While Logged Into Account

Paralegal Edits Profile

Paralegal Profile