--- title: Admin | Knowledge Base description: Everything you need to know to effectively configure Casebook. --- [Skip to content](https://gohub.casebook.net/knowledge/admin#main-content) [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) [![logo-raspberry (1)](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry%20(1).png?width=1286&height=255&name=logo-raspberry%20(1).png)](https://gohub.casebook.net/) - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) Open main navigation Close main navigation - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) - [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) Hi. 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[Admin](https://gohub.casebook.net/knowledge/admin) # Admin Everything you need to know to effectively configure Casebook. - [cb Admin Overview](https://gohub.casebook.net/knowledge/cb-admin-overview) ## Casebook Security - [Casebook Security](https://gohub.casebook.net/knowledge/is-casebook-secure) - [Casebook Security FAQs](https://gohub.casebook.net/knowledge/casebook-security-faqs) - [IP Allow-listing (IP Whitelisting)](https://gohub.casebook.net/knowledge/ip-allow-listing) - [cb Admin: How to Configure Single Sign On](https://gohub.casebook.net/knowledge/admin-single-sign-on) - [SSO Configuration: Microsoft Entra ID](https://gohub.casebook.net/knowledge/sso-configuration-microsoft-entra-id) - [SSO Configuration: Okta](https://gohub.casebook.net/knowledge/sso-configuration-okta) - [SSO Configuration: LastPass](https://gohub.casebook.net/knowledge/sso-configuration-lastpass) - [SSO Configuration: Google](https://gohub.casebook.net/knowledge/sso-configuration-google) - [SSO Configuration: Microsoft Azure Active Directory](https://gohub.casebook.net/knowledge/sso-configuration-microsoft-azure-active-directory) - [Single Sign-On (SSO) Renewal](https://gohub.casebook.net/knowledge/single-sign-on-sso-renewal) See less ▼ ## Roles and Permissions - [Understanding Casebook’s Security and Permissions](https://gohub.casebook.net/knowledge/understanding-casebooks-security-and-permissions) - [Privacy: How to set up User Roles and Permissions to protect your Client data](https://gohub.casebook.net/knowledge/user-roles-and-permissions-in-casebook) - [Permissions by Role in Casebook](https://gohub.casebook.net/knowledge/permissions-by-role-in-casebook) - [Editing a Role's Permissions](https://gohub.casebook.net/knowledge/editing-permissions) - [Creating a Custom Role in cb Admin](https://gohub.casebook.net/knowledge/creating-a-custom-role) - [Roles and Permissions: Volunteers](https://gohub.casebook.net/knowledge/volunteer-access-in-casebook) - [People Access Inheritance](https://gohub.casebook.net/knowledge/-inherited-people-access-for-assignees) - [Hiding Services on the Person Profile](https://gohub.casebook.net/knowledge/granular-permission-services-on-the-person-profile) - [Permissions for Engage: Assign and Control Access with Precision](https://gohub.casebook.net/knowledge/granular-permissions-for-engage-assign-and-control-access-with-precision) - [Permissions for Intake Reports: Control Access with Confidence](https://gohub.casebook.net/knowledge/granular-permissions-for-intake-reports-control-access-with-confidence) - [Adding a Supervisor](https://gohub.casebook.net/knowledge/adding-a-supervisor) - [Permissions for People](https://gohub.casebook.net/knowledge/granular-permissions-for-people) - [Subscriptions: How your subscription usage works](https://gohub.casebook.net/knowledge/casebook-user-types-and-roles) - [Manage Access with Teams](https://gohub.casebook.net/knowledge/manage-access-with-teams) See less ▼ ## User Management - [Add New Users](https://gohub.casebook.net/knowledge/add-new-users) - [Service Note Linking](https://gohub.casebook.net/knowledge/optional-service-note-linking) - [Edit Users Information in cb Admin](https://gohub.casebook.net/knowledge/edit-users) - [Reset User Password](https://gohub.casebook.net/knowledge/reset-user-password) - [Disabling and Deleting Users](https://gohub.casebook.net/knowledge/disable-users) - [Staff Usage of Casebook](https://gohub.casebook.net/knowledge/last-login) See less ▼ ## Notifications - [User Notifications](https://gohub.casebook.net/knowledge/user-notifications) - [Turn Notifications On and Off](https://gohub.casebook.net/knowledge/turn-notifications-on-and-off) ## Data - [Using Data Import Templates for Bulk Edits](https://gohub.casebook.net/knowledge/filling-out-data-import-templates) - [People Data Import](https://gohub.casebook.net/knowledge/people-data-import) - [Cases Data Import](https://gohub.casebook.net/knowledge/cases-data-import) - [Providers Data Import](https://gohub.casebook.net/knowledge/providers-data-import) - [Merge Records in Casebook](https://gohub.casebook.net/knowledge/merge-records-in-casebook) ## Field Configuration - [Configurable Fields](https://gohub.casebook.net/knowledge/configurable-fields) - [List of Configurable Fields](https://gohub.casebook.net/knowledge/list-of-configurable-fields) - [Mapping Fields to Parent Values](https://gohub.casebook.net/knowledge/mapping-fields-to-parent-values) - [Editing Casebook Fields](https://gohub.casebook.net/knowledge/editing-casebook-fields) - [List of Required Fields](https://gohub.casebook.net/knowledge/list-of-required-fields) ## Dynamic Fields - [How to Create, Edit, and Rearrange Dynamic Fields](https://gohub.casebook.net/knowledge/how-to-create-and-edit-dynamic-fields) - [Dynamic Pages in Engage](https://gohub.casebook.net/knowledge/dynamic-pages) - [Dynamic Pages on the Person Profile](https://gohub.casebook.net/knowledge/dynamic-pages-on-the-person-profile) ## Forms - [Casebook Forms: PDF vs Web Based](https://gohub.casebook.net/knowledge/casebook-forms-pdf-vs-web-based) - [Create a New Form](https://gohub.casebook.net/knowledge/create-and-build-forms) - [Create a New Form from a PDF](https://gohub.casebook.net/knowledge/create-a-new-form-from-pdf) - [Publish Forms across the Casebook Platform](https://gohub.casebook.net/knowledge/publish-forms-across-the-casebook-platform) - [Form Versions](https://gohub.casebook.net/knowledge/form-versions) - [Delete and Archive Forms](https://gohub.casebook.net/knowledge/delete-and-archive-forms) - [Form Components](https://gohub.casebook.net/knowledge/form-components) - [Form Component Customizations](https://gohub.casebook.net/knowledge/form-component-customizations) - [PDF Forms: Radio Form Components](https://gohub.casebook.net/knowledge/pdf-forms-radio-form-components) - [Casebook Forms: Data Grids](https://gohub.casebook.net/knowledge/casebook-forms-data-grids) - [Prepopulation of Forms Data](https://gohub.casebook.net/knowledge/prepopulation-of-forms-data) - [Forms: Conditional Logic Customizations](https://gohub.casebook.net/knowledge/forms-conditional-customizations) - [Creating and Using Unified Forms](https://gohub.casebook.net/knowledge/creating-and-using-unified-forms) See less ▼ ## Implementation & Adoption - [Lightspeed Guide to Change Management](https://gohub.casebook.net/knowledge/lightspeed-guide-to-change-management) - [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#main-content) - [Casebook Overview](https://gohub.casebook.net/knowledge/getting-started-with-casebook#casebook-overview) - [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users) - [Services in Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#services-in-casebook) - [Notes](https://gohub.casebook.net/knowledge/getting-started-with-casebook#notes) - [Admin](https://gohub.casebook.net/knowledge/admin#main-content) - [Casebook Security](https://gohub.casebook.net/knowledge/admin#casebook-security) - [Roles and Permissions](https://gohub.casebook.net/knowledge/admin#roles-and-permissions) - [User Management](https://gohub.casebook.net/knowledge/admin#user-management) - [Notifications](https://gohub.casebook.net/knowledge/admin#notifications) - [Data](https://gohub.casebook.net/knowledge/admin#data) - [Field Configuration](https://gohub.casebook.net/knowledge/admin#field-configuration) - [Dynamic Fields](https://gohub.casebook.net/knowledge/admin#dynamic-fields) - [Forms](https://gohub.casebook.net/knowledge/admin#forms) - [Implementation & Adoption](https://gohub.casebook.net/knowledge/admin#implementation-adoption) - [People](https://gohub.casebook.net/knowledge/people) - [Intake](https://gohub.casebook.net/knowledge/intake) - [Engage](https://gohub.casebook.net/knowledge/engage#main-content) - [Text Messages](https://gohub.casebook.net/knowledge/engage#text-messages) - [Configuration](https://gohub.casebook.net/knowledge/engage#configuration) - [Notes](https://gohub.casebook.net/knowledge/engage#notes) - [Track](https://gohub.casebook.net/knowledge/track) - [Access](https://gohub.casebook.net/knowledge/access) - [Workflow & Tasks](https://gohub.casebook.net/knowledge/workflow-tasks) - [Reporting](https://gohub.casebook.net/knowledge/reporting#main-content) - [Overview](https://gohub.casebook.net/knowledge/reporting#overview) - [Datasets](https://gohub.casebook.net/knowledge/reporting#datasets) - [Dashboards](https://gohub.casebook.net/knowledge/reporting#dashboards) - [Pre-built Reports](https://gohub.casebook.net/knowledge/reporting#pre-built-reports) - [Custom Reports](https://gohub.casebook.net/knowledge/reporting#custom-reports) - [Data Visualizations](https://gohub.casebook.net/knowledge/reporting#data-visualizations) - [Filters](https://gohub.casebook.net/knowledge/reporting#filters) - [Calculated Fields](https://gohub.casebook.net/knowledge/reporting#calculated-fields) - [Other](https://gohub.casebook.net/knowledge/reporting#other) - [Audit Logs](https://gohub.casebook.net/knowledge/audit-logs) - [Integrations](https://gohub.casebook.net/knowledge/integrations#main-content) - [Low-code incoming integrations with Zapier](https://gohub.casebook.net/knowledge/integrations#low-code-incoming-integrations-with-zapier) - [Custom incoming integrations with Casebook API](https://gohub.casebook.net/knowledge/integrations#custom-incoming-integrations-with-casebook-api) - [Custom outgoing integrations with Webhooks](https://gohub.casebook.net/knowledge/integrations#custom-outgoing-integrations-with-webhooks) - [Program Area Specific](https://gohub.casebook.net/knowledge/program-area-specific#main-content) - [VOCA Reporting](https://gohub.casebook.net/knowledge/program-area-specific#voca-reporting) - [Customer Support](https://gohub.casebook.net/knowledge/customer-support#main-content) - [Getting Unstuck](https://gohub.casebook.net/knowledge/customer-support#getting-unstuck) - [Account Management](https://gohub.casebook.net/knowledge/customer-support#account-management) - [Product Release Notes](https://gohub.casebook.net/knowledge/product-release-notes#main-content) - [2026](https://gohub.casebook.net/knowledge/product-release-notes#2026) - [2025](https://gohub.casebook.net/knowledge/product-release-notes#2025) - [2024](https://gohub.casebook.net/knowledge/product-release-notes#2024) - [2023](https://gohub.casebook.net/knowledge/product-release-notes#2023) - [2022](https://gohub.casebook.net/knowledge/product-release-notes#2022) - [2021](https://gohub.casebook.net/knowledge/product-release-notes#2021) - [2020](https://gohub.casebook.net/knowledge/product-release-notes#2020) - [Frequently Asked Questions](https://gohub.casebook.net/knowledge/frequently-asked-questions#main-content) - [Global](https://gohub.casebook.net/knowledge/frequently-asked-questions#global) - [Casebook Calendar](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-calendar) - [Casebook Services](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-services) - [Casebook Forms](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-forms) - [Casebook Notes](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-notes) - [cb Admin](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-admin) - [cb Track](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-track) - [cb Reporting](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-reporting) - [cb Access](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-access) - [Program Specific](https://gohub.casebook.net/knowledge/frequently-asked-questions#program-specific) [![logo-raspberry-1-1](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry-1-1.png?width=32&height=30&name=logo-raspberry-1-1.png "logo-raspberry-1-1")](https://www.casebook.net/) © 2025 Casebook. All rights reserved. Casebook Knowledge Base [Video Library](https://gohub.casebook.net/video-library) [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new)