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.
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 product. Simply click the "Date Style" field to toggle between three options: DD/MM/YYYY, MM/DD/YYYY, and YYYY-MM-DD. (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
Create templates for issue tags, contact roles, and source tags, to use across all users and all cases by visiting the Issues, Contacts, or Sources tabs
Manage the visibility of privileged information in notification emails by visiting the Email page
Export your data by visiting Exports