CaseFleet

Meg Hall

Jeff Kerr

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

Account Management

Manage your personal login and notification preferences

User Profile Overview

Customize across all users and manage billing

Account Settings Overview

Customize notifications related to tasks and collaborative work

Email Notification Preferences

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

Referral Program

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

Configuring Single Sign-On (SSO)

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

Configuring SSO with ADFS

User Profile and Account Settings

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

Adding and Deactivating Users

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

Inviting Free Guest Users

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

Filtering Users

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

Customizing your Users List

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

Managing Case Access for Guest Users

Provide designated user access to a specific group of cases.

Using Case Groups

User Management

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

Subscriptions and Billing

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

Canceling and Restarting Your Subscription

Subscription Management

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

Password Management

How to enable two factor authentication on your account.

Two-Factor Authentication

How to manage security privileges for CaseFleet users.

User Permissions

How to hide privileged information in notification emails.

Redacted Email Notifications

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

Deleting Records

How to backup and export your CaseFleet account data.

Exporting Your Data

Security

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