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ADMIN - Users, System, and Subscription
ADMIN - Users, System, and Subscription

Managing your account or subscription, login, and information about the Cascade platform.

Tom Wright avatarDeanne Glasford avatarM
By Tom and 2 others3 authors26 articles

Users and Org Structure


Adding Teammates to Cascade
How to send a Welcome email (or password reset) to your team members
How to Add Organizational Units
Disabling a User
How to Change a User's Role (Job Title)
How to Add Roles
How to Delete a Role (and when NOT to)
How to Archive or Delete a user

Logging In & Single Sign-On (SSO)


Setting up Single Sign-On (SSO) - Azure
Trouble Logging Into Cascade?
How to Change your Password & Username
Setting up Single Sign-On (SSO)
Setting up Single Sign-On (SSO) - Okta
Setting up Single Sign-On (SSO) - ADFS
Single Sign-On (SSO) - Google GSuite

Admin Settings


Universal Goal Tolerance and the "Nearly There" Status
How to set the Date Format and Year-End Date
How to set your Maximum Log-in Attempts
What are "Non-Contributor Allowable Actions?"
Icon Cheat Sheet
Email Notifications (under construction)

Subscription & Billing


Accounts and Billing
Payment Instructions

Other Platform Information


Does Cascade Support Multilingual?
Server Locations & Dedicated Hosting
Cascade System Requirements
Cascade Strategy Knowledge Base
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