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