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Account Management
Account Management

Manage your security, user and organization-wide preferences, billing, and user access.

Meg Hall avatarJeff Kerr avatar
By Meg and 1 other2 authors23 articles

User Profile and Account Settings


Account Settings Overview
User Profile Overview
Changing Your Email Address
Email Notification Preferences
Referral Program
Reviewing Account Activity

User Management


Adding and Deactivating Users
Inviting Free Guest Users
Filtering Users
Customizing your Users List
Managing Case Access for Guest Users
Using Case Groups

Subscription Management


Subscriptions and Billing
Canceling and Restarting Your Subscription

Security


Password Management
Two-Factor Authentication
Bulk Deleting Facts and Sources
User Permissions
Redacted Email Notifications
Deleting Records
Configuring Single Sign-On (SSO)
Configuring SSO with ADFS
Exporting Your Data
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