ADMIN - Users, System, and Subscription

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

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26 articles in this collection
Written by Tom Wright, Nick Cuddigan, Jane Clinton and 3 others

Users and Org Structure

Adding Users

This article will walk through how to add Users in Cascade.

Written by Brandon Bett
Updated over a week ago

How to send a Welcome email (or password reset) to your team members

This article will show you how to send an invitation to a user or multiple users within Cascade.

Written by Nick Cuddigan
Updated this week

How to add Plans and Org Units

How to add additional plans and organize the hierarchy of your multi-plans and organizational units.

Written by Nick Cuddigan
Updated this week

Disabling a User

Learn how to disable a user if they leave the organization.

Written by Tom Wright
Updated this week

How to Change a User's Role (Job Title)

This article will show you how to change a user's role within Cascade.

Written by Nick Cuddigan
Updated this week

How to Add Roles

This article walks through Roles in Cascade, how to create them, and attach a User.

Written by Jane Clinton
Updated this week

How to Delete a Role (and when NOT to)

This article explains how a Cascade admin can delete a Role from Cascade, and when to avoid doing it.

Written by Nick Cuddigan
Updated this week

How to Archive or Delete a user

This article walks through how to archive users.

Written by Nick Cuddigan
Updated this week

Logging In & Single Sign-On (SSO)

Trouble Logging Into Cascade?

Get help with logging in to Cascade

Written by Spencer Kleweno
Updated over a week ago

How to Change your Password & Username

Changing Password & Username

Written by Spencer Kleweno
Updated over a week ago

Setting up Single Sign-On (SSO)

Learn how to setup Single Sign-On between Cascade and your organization.

Written by Jane Clinton
Updated over a week ago

Setting up Single Sign-On (SSO) - Okta

Learn how to setup Okta as your Single Sign-On provider for Cascade

Written by Tom Wright
Updated over a week ago

Setting up Single Sign-On (SSO) - Azure

This article gives a step by step guide to enabling Single Sign-On using Azure.

Written by Meina William
Updated over a week ago

Setting up Single Sign-On (SSO) - ADFS

This article gives you provides you with a step by step guide to setting up Single sign-on with ADFS

Written by Meina William
Updated over a week ago

Single Sign-On (SSO) - Google GSuite

Learn how to configure Google GSuite as your Single Sign-On provider

Written by Tom Wright
Updated over a week ago

Admin Settings

Universal Goal Tolerance and the "Nearly There" Status

This article describes how to adjust universal "Behind" goal tolerance and where the "Nearly There" status comes from.

Written by Spencer Kleweno
Updated this week

How to set the Date Format and Year-End Date

This article will show you how to set the date format and set the year-end date for your organization.

Written by Nick Cuddigan
Updated this week

How to set your Maximum Log-in Attempts

This article will show you how to set the maximum number of log-in attempts, and how to unlock an account that has been locked.

Written by Nick Cuddigan
Updated this week

What are "Non-Contributor Allowable Actions?"

Learn how Cascade admins can customize what users can do on goals if they don't own or co-own them.

Written by Brandon Bett
Updated this week

Icon Cheat Sheet

This article explains what a list of icons in Cascade mean.

Written by Jane Clinton
Updated over a week ago

Email Notifications (under construction)

This article explains email notifications in Cascade, which can be turned on/off under Profile > System > Settings.

Written by Brandon Bett
Updated this week

Subscription & Billing

Accounts and Billing

This article explains how to sign up, cancel your subscription, update your payment details, and where you can find your invoices.

Written by Jane Clinton
Updated this week

Payment Instructions

Details of how to make payments if you've received a Cascade invoice.

Written by Tom Wright
Updated over a week ago

Other Platform Information

Does Cascade Support Multilingual?

Learn about how Cascade handles languages other than English

Written by Tom Wright
Updated over a week ago

Server Locations & Dedicated Hosting

Learn about the different physical locations of the Cascade servers

Written by Tom Wright
Updated over a week ago

Cascade System Requirements

This article will review the system requirements required for using Cascade.

Written by Jane Clinton
Updated over a week ago