Account Management

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

20 articles in this collection
Written by Jeff Kerr and Meg Hall

User Profile and Account Settings

User Profile Overview

Manage your personal login and notification preferences

Written by Meg Hall
Updated over a week ago

Account Settings Overview

Customize across all users and manage billing

Written by Meg Hall
Updated over a week ago

Email Notification Preferences

Customize notifications related to tasks and collaborative work

Written by Meg Hall
Updated over a week ago

Referral Program

Receive a gift card and give a gift card each time one of your referrals subscribes to CaseFleet.

Written by Meg Hall
Updated over a week ago

Configuring Single Sign-On (SSO)

How to set up Single Sign-On for your CaseFleet account.

Written by Meg Hall
Updated over a week ago

Configuring SSO with ADFS

How to configure ADFS and CaseFleet to enable Single Sign-On (SSO).

Written by Meg Hall
Updated over a week ago

User Management

Adding and Deactivating Users

How to invite, remove and manage users in your CaseFleet account.

Written by Meg Hall
Updated over a week ago

Inviting Free Guest Users

Use free guest users to collaborate with people outside of your account.

Written by Meg Hall
Updated over a week ago

Filtering Users

How to narrow your User Management view to only see a subset of users.

Written by Meg Hall
Updated over a week ago

Customizing your Users List

Choose what information about your users is visible by default in Account Settings.

Written by Meg Hall
Updated over a week ago

Managing Case Access for Guest Users

How to change the case to which a guest user is assigned.

Written by Meg Hall
Updated over a week ago

Using Case Groups

Provide designated user access to a specific group of cases.

Written by Meg Hall
Updated over a week ago

Subscription Management

Subscriptions and Billing

Choose your plan type, number of users licenses, and billing settings when you create a new subscription.

Written by Meg Hall
Updated over a week ago

Cancelling and Restarting Your Subscription

How to cancel or suspend your CaseFleet account, and how to restart a previously cancelled subscription.

Written by Meg Hall
Updated over a week ago

Security

Password Management

How to change your password and best practices for keeping your account safe.

Written by Meg Hall
Updated over a week ago

Two-Factor Authentication

How to enable two factor authentication on your account.

Written by Meg Hall
Updated over a week ago

User Permissions

How to manage security privileges for CaseFleet users.

Written by Meg Hall
Updated over a week ago

Redacted Email Notifications

How to hide privileged information in notification emails.

Written by Meg Hall
Updated over a week ago

Deleting Records

How to delete a record, such as a fact, issue, source, or contact.

Written by Jeff Kerr
Updated over a week ago

Exporting Your Data

How to backup and export your CaseFleet account data.

Written by Meg Hall
Updated over a week ago