Cascade

Tom Wright

Deanne Glasford

Michael Fontanella

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

ADMIN - Users, System, and Subscription

This article will walk through how to add people to Cascade.

Adding Teammates to Cascade

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

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

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

How to Add Organizational Units

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

Disabling a User

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

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

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

How to Add Roles

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

How to Delete a Role (and when NOT to)

This article walks through how to archive users.

How to Archive or Delete a user

Users and Org Structure

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

Setting up Single Sign-On (SSO) - Azure

Trouble Logging Into Cascade?

How to Change your Password & Username

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

Setting up Single Sign-On (SSO)

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

Setting up Single Sign-On (SSO) - Okta

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

Setting up Single Sign-On (SSO) - ADFS

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

Single Sign-On (SSO) - Google GSuite

Logging In & Single Sign-On (SSO)

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

Universal Goal Tolerance and the "Nearly There" Status

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

How to set the Date Format and Year-End Date

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.

How to set your Maximum Log-in Attempts

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

What are "Non-Contributor Allowable Actions?"

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

Icon Cheat Sheet

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

Email Notifications (under construction)

Admin Settings

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

Accounts and Billing

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

Payment Instructions

Subscription & Billing

Learn about how Cascade handles languages other than English

Does Cascade Support Multilingual?

Learn about the different physical locations of the Cascade servers

Server Locations & Dedicated Hosting

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

Cascade System Requirements

Other Platform Information

Cascade Product

About Cascade

Contact Us

Find answers and get help from Intercom Support and Community Experts

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