Account Management
Manage your security, user and organization-wide preferences, billing, and user access.
Account Settings OverviewCustomize across all users and manage billing
User Profile OverviewManage your personal login and notification preferences
Changing Your Email AddressHow to update the email address and name associated with your user profile.
Email Notification PreferencesCustomize notifications related to tasks and collaborative work
Referral ProgramReceive a gift card and give a gift card each time one of your referrals subscribes to Casefleet.
Reviewing Account ActivityHow administrators can view and filter activity logs across all case files.
Adding and Deactivating UsersHow to invite, remove and manage users in your Casefleet account.
Inviting Free Guest UsersUse free guest users to collaborate with people outside of your account.
Filtering UsersHow to narrow your User Management view to only see a subset of users.
Customizing your Users ListChoose what information about your users is visible by default in Account Settings.
Managing Case Access for Guest UsersHow to change the case to which a guest user is assigned.
Using Case GroupsProvide designated user access to a specific group of cases.
Password ManagementHow to change your password and best practices for keeping your account safe.
Two-Factor AuthenticationHow to enable two factor authentication on your account.
Bulk Deleting Facts and SourcesSteps for Administrators on how to delete facts and sources in bulk.
User PermissionsHow to manage security privileges for Casefleet users.
Redacted Email NotificationsHow to hide privileged information in notification emails.
Deleting RecordsHow to delete a record, such as a fact, issue, source, or entity.
Configuring Single Sign-On (SSO)How to set up Single Sign-On for your Casefleet account.
Configuring SSO with ADFSHow to configure ADFS and Casefleet to enable Single Sign-On (SSO).
Exporting Your DataHow to backup and export your Casefleet account data.
Best Practices: Account SecurityHow to keep your account private and secure.