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Account, team and privacy

Your settings, the team and roles, access, organization options and keeping data safe.

  1. Your account settingsChange your name and password, choose your emails, and connect your own Google Chat.
  2. Organization settingsThe agency name and time zone, the morning email's send time, emails about tasks, and the office Google Chat.
  3. Team members and rolesThe Team tab, the difference between directors and staff, and how to change someone's role.
  4. Remove or give back accessStop someone from signing in when they leave, without losing their history, and let them back in later.
  5. Privacy and security basicsHow Caseglen keeps your agency's data separate, and simple habits that keep it safe.