Account Management

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

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16 articles in this collection
Written by Jeff Kerr, Hunter Clarke, Lindy Kerr and 1 other

Deleting Records

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

Written by Jeff Kerr
Updated over a week ago

User Profile and Firm Settings

User Profile Overview

Manage your personal login and notification preferences

Written by Lindy Kerr
Updated over a week ago

Firm 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 Lindy Kerr
Updated over a week ago

Configuring Single Sign-On (SSO)

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

Written by Hunter Clarke
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 Lindy Kerr
Updated over a week ago

Adding and Deactivating Users

Adding and Deactivating Users

How to add, edit, and deactivate 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 firm.

Written by Hunter Clarke
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

Exporting Your Data

How to backup and export your firm's data.

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.

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

Creating a Data Backup

How to make a copy of your firm's CaseFleet data.

Written by Meg Hall
Updated over a week ago