Admin & billing
Manage settings, billing, and configuration.
This section covers common admin workflows such as user management, team settings, case type configuration, and public intake.
Admin areas in the app
- Manage Account (account admins): user management, teams, subscription and billing
- Team Settings (team admins): users in a team, case types, data sets, case list columns, public intake, and portal support details
Articles
Account admin
Manage account-level settings and billing.
Team admin
Manage team configuration like case types and workflows.
User management
Add users, change roles, and enable/disable access.
Teams
Create and manage teams (used to scope cases and configuration).
Billing
View subscription details and billing information.
Case types
Configure case type forms, settings, and workflows.
Form definition basics
Build case forms using sections and fields.
Case type settings (statuses, flags, files, portal)
Configure the behaviour users see on cases.
Case type workflow
Configure stages and transitions for a case type.
Case list columns
Control what columns show in the case list and how custom columns map to form fields.
Data sets (autocomplete lists)
Create reusable option lists for autocomplete fields.
Public case intake links
Create, enable/disable, and embed public case forms.
Portal support details
Set the support email/phone shown to portal users.