Admin
Everything you need to know to effectively configure Casebook.
Integrations (External Applications)
Data
Field Configuration
Roles and Permissions
- Adding a Supervisor
- Roles and Permissions: Volunteers
- Editing a Role's Permissions
- Manage Access with Teams
- Permissions by Role in Casebook
- Permissions for People
- Subscriptions: How your subscription usage works
- Privacy: How to set up User Roles and Permissions to protect your Client data
- Creating a Custom Role in cb Admin
User Management
Casebook Security
- SSO Configuration: Google
- SSO Configuration: Okta
- Casebook Security
- cb Admin: How to Configure Single Sign On
- SSO Configuration: Microsoft Azure Active Directory
- IP Allow-listing (IP Whitelisting)
- SSO Configuration: SAML Applications
- Casebook Security FAQs
- Single Sign-On (SSO) Renewal
- SSO Configuration: LastPass
Forms
- Create a New Form
- Form Components
- Create a New Form from a PDF
- Casebook Forms: PDF vs Web Based
- PDF Forms: Radio Form Components
- Form Component Customizations
- Prepopulation of Forms Data
- Casebook Forms: Data Grids
- Creating and Using Unified Forms
- Publish Forms across the Casebook Platform
- Form Versions
- Forms: Conditional Logic Customizations
- Delete and Archive Forms