Admin Settings
Permission required:
admin.read
Accessible to: Organization administrators only.
Admin Settings is the control center for your entire CaseBright organization. Everything here affects all users and all data across your account. Only users with the Admin role (or a role with admin.read permission) can access this section.
Navigate to Admin Settings using the left sidebar.
1. Integrations
Path: Admin Settings → Integrations
The Integrations page has three tabs:
AI
Configure AI-powered features for your organization. CaseBright uses AI to help with:
- Automated case summaries
- Case analysis and insights
- Dynamic column suggestions
Enable or disable AI features and configure your AI preferences here.
HubSpot
Connect your HubSpot account to sync leads and contacts between CaseBright and your HubSpot CRM.
To connect:
- Click Connect HubSpot.
- You will be redirected to HubSpot's authorization page.
- Approve the connection and you will be redirected back to CaseBright.
- Once connected, you can configure sync rules for leads and contacts.
To disconnect, click Disconnect and confirm.
Case Status Check
Configure automated case status check rules. This integration allows CaseBright to periodically check for case status updates and notify your team of any changes.
2. Security
Path: Admin Settings → Security
The Security page lets you configure authentication and access control policies for your organization.
Authentication
| Setting | Description |
|---|---|
| Two-Factor Authentication | Require all users to set up 2FA on login |
| Strong Password Policy | Enforce minimum password complexity requirements |
| Session Timeout | Automatically log users out after a period of inactivity |
Toggle each setting on or off using the switch controls.
Access Control
Control how users can access the platform (IP restrictions, SSO, etc.). Contact your CaseBright administrator for enterprise access control options.
3. Ticket Routing
Path: Admin Settings → Ticket Routing
Permission required:
ticket.settings.manage
Ticket routing determines how support tickets submitted by your team are automatically assigned.
Assignment Target
Choose who new tickets are assigned to by default:
| Option | Description |
|---|---|
| None | Tickets are not auto-assigned; they appear in an unassigned queue |
| Account | Tickets are assigned to a specific team member |
| Group | Tickets are assigned to a specific group |
Select your preferred option and then pick the specific account or group from the dropdown that appears.
Additional Options
| Option | Description |
|---|---|
| Auto-watch reporter | The person who submits a ticket automatically becomes a watcher and receives updates |
| Allow reporter to edit after creation | If enabled, the ticket submitter can edit the ticket details after submitting |
Click Save to apply changes.
4. System Notifications
Path: Admin Settings → Notifications
Configure organization-wide automated notification rules. You can control which events trigger email or in-app notifications for your team members and define default notification preferences.
5. Appearance
Path: Admin Settings → Appearance
Customize the look and feel of CaseBright for your organization:
- Logo — Upload your firm's logo, which appears in the top-left navigation bar.
- Brand colors — Set a primary color for the interface.
- Theme — Choose between light and dark mode defaults.
Changes made here apply to all users in your organization.
6. Metadata
Path: Admin Settings → Metadata
Metadata values are organization-specific dropdown options used throughout CaseBright. Instead of hard-coding options, your admin can fully customize them here.
Metadata types
Select a metadata type from the dropdown to manage its values:
| Metadata Type | Where it's used |
|---|---|
| Case Member Role | Roles that team members can hold on a case (e.g., Attorney, Paralegal, Case Manager, Team Lead) |
| Submission | Submission types used in workflow Submission steps (e.g., USCIS Online, Paper Filing) |
| Workflow Category | Categories used to organize workflows (supports hierarchy) |
| Service of Document | Types of service used in Service of Documents workflow steps |
| Payment Types | Payment method types for fee and invoice records |
Adding a value
- Select the metadata type from the dropdown.
- Click Add Value (or Add Category for Workflow Categories).
- Enter the value name and any required fields.
- Click Save.
Editing or deleting a value
- Click the edit icon next to any value to rename it.
- Click the delete icon to remove it. You will be asked to confirm before deletion.
Note: Deleting a metadata value that is already in use on existing records may affect how those records display. Review usage before deleting.
Workflow Categories (hierarchical)
Workflow Categories support a parent-child hierarchy, letting you organize workflows into nested categories (e.g., Immigration → Family-Based → I-130).
- Select Workflow Category from the dropdown.
- Click Add Category.
- Optionally select a parent category to nest it.
- Enter the category name and click Save.
The category tree is displayed visually so you can see the full hierarchy.
7. Activity Report
Path: Admin Settings → Activity Report
The Activity Report gives administrators a log of actions performed by team members in the organization.
Filtering the report
- Date range — Filter activity by a specific start and end date.
- User — Filter by a specific team member.
The report shows:
- Which user performed the action
- What action was taken (created, updated, deleted, etc.)
- Which record was affected (case, client, step, etc.)
- The date and time of the action
Use this report for auditing, compliance checks, or to understand how the platform is being used.