Account Management
Manage your security, user and organization-wide preferences, billing, and user access.
By Ann and 1 other2 authors24 articles
- Account Settings OverviewCustomize across all users and manage billing
- User Profile OverviewManage your personal login and notification preferences
- Changing Your Email AddressHow to update the email address and name associated with your user profile.
- Email Notification PreferencesCustomize notifications related to tasks and collaborative work
- Referral ProgramRefer new users to Casefleet and receive usage credit grants that can be applied toward AI usage and other usage-based billing features on your account.
- Reviewing Account ActivityHow administrators can view and filter activity logs across all case files.
- Adding and Deactivating UsersHow to invite, remove and manage users in your Casefleet account.
- Inviting Free Guest UsersUse free guest users to collaborate with people outside of your account.
- Filtering UsersHow to narrow your User Management view to only see a subset of users.
- Customizing your Users ListChoose what information about your users is visible by default in Account Settings.
- Managing Case Access for Guest UsersHow to change the case to which a guest user is assigned.
- Using Case GroupsProvide designated user access to a specific group of cases.
- Password ManagementHow to change your password and best practices for keeping your account safe.
- Two-Factor AuthenticationHow to enable two factor authentication on your account.
- Bulk Deleting Facts and SourcesSteps for Administrators on how to delete facts and sources in bulk.
- User PermissionsHow to manage security privileges for Casefleet users.
- Redacted Email NotificationsHow to hide privileged information in notification emails.
- Deleting RecordsHow to delete a record, such as a fact, issue, source, or entity.
- Configuring Single Sign-On (SSO)How to set up Single Sign-On for your Casefleet account.
- Configuring SSO with ADFSHow to configure ADFS and Casefleet to enable Single Sign-On (SSO).
- Exporting Your DataHow to backup and export your Casefleet account data.
- Best Practices: Account SecurityHow to keep your account private and secure.