In Casefleet, users designated as Account Administrators can add basic information about the account, manage user permissions, and customize certain settings for what works best for your team.
If you are an Administrator, access Account Settings by clicking on your initials in the lower left corner and selecting Account Settings from the menu.
From the Overview page, you can manage your account’s name, address, phone number, and fax number. Additionally, you can set the date format to be used for all work products. Simply click the "Date Style" field to toggle between three options: DD/MM/YYYY, MM/DD/YYYY, and YYYY-MM-DD.
NOTE: For an overview of working with dates within a case, click here.
Account Settings also contains critical features for managing users and streamlining work within Casefleet:
Add and deactivate users and manage user permissions by visiting the Users tab
View billing history and manage your subscription, including updating payment method or canceling an account by visiting the Billing History or Subscription pages (Note: Past invoices are not available for direct download in the app. If you need copies, reach out to support@casefleet.com and we’ll be happy to re-send the receipts by email upon request.)
Monitor your account's storage and AI credit usage, and manage overage billing, on the Usage page, and download a usage breakdown by case on the Case Reports page (see Subscriptions and Billing)
Create templates for issue tags, entity roles, and source tags, to use across all users and all cases by visiting the Issues, Entities, or Sources tabs
Manage the visibility of privileged information in notification emails by visiting the Email page
Export your data by visiting Exports