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Account Management
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