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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.
26 articles in this collection
Written by
Tom Wright,
Nick Cuddigan,
and
Deanne Glasford
Users and Org Structure
Adding Teammates to Cascade
This article will walk through how to add people to Cascade.
Written by
Deanne Glasford
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 over a week ago
How to Add Organizational Units
How to add additional plans and organize the hierarchy of your multi-plans and organizational units.
Written by
Nick Cuddigan
Updated over a week ago
Disabling a User
Learn how to disable a user if they leave the organization.
Written by
Tom Wright
Updated over a week ago
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 over a week ago
How to Add Roles
This article walks through Roles in Cascade, how to create them, and attach a User.
Written by
Tom Wright
Updated over a week ago
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 over a week ago
How to Archive or Delete a user
This article walks through how to archive users.
Written by
Nick Cuddigan
Updated over a week ago
Logging In & Single Sign-On (SSO)
Setting up Single Sign-On (SSO) - Azure
This article gives a step by step guide to enabling Single Sign-On using Azure.
Written by
Tom Wright
Updated over a week ago
Trouble Logging Into Cascade?
Get help with logging in to Cascade
Written by
Nick Cuddigan
Updated over a week ago
How to Change your Password & Username
Changing Password & Username
Written by
Nick Cuddigan
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
Tom Wright
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) - ADFS
This article gives you provides you with a step by step guide to setting up Single sign-on with ADFS
Written by
Nick Cuddigan
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
Nick Cuddigan
Updated over a week ago
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 over a week ago
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 over a week ago
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
Deanne Glasford
Updated over a week ago
Icon Cheat Sheet
This article explains what a list of icons in Cascade mean.
Written by
Tom Wright
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
Deanne Glasford
Updated over a week ago
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
Tom Wright
Updated over a week ago
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
Tom Wright
Updated over a week ago