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Knowledge Base
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User Management
  • Getting Started
    • Troubleshooting setup issues
    • Getting Started
    • Multifactor Authentication (MFA)
    • Invoicing
  • User Management
    • Account Settings & Access
  • Integrations
    • Actionstep
    • LawWare
    • P4W
  • Creating and Managing a Case
    • Managing the people who can work on your case
    • Creating a Case
    • Managing your case
  • Adding people related to your case
  • Assets & Liabilities
  • Estate Discovery
  • Forms
    • Inheritance Tax Forms
    • Court Forms
    • Managing Forms
  • Estate Accounts
      Back to home
      1. Knowledge Base
      2. User Management
      • Getting Started
        • Troubleshooting setup issues
        • Getting Started
        • Multifactor Authentication (MFA)
        • Invoicing
      • User Management
        • Account Settings & Access
      • Integrations
        • Actionstep
        • LawWare
        • P4W
      • Creating and Managing a Case
        • Managing the people who can work on your case
        • Creating a Case
        • Managing your case
      • Adding people related to your case
      • Assets & Liabilities
      • Estate Discovery
      • Forms
        • Inheritance Tax Forms
        • Court Forms
        • Managing Forms
      • Estate Accounts

      User Management

      Helping you manage your team and their access to the platform
      • How can I view all users with access to Exizent?
      • What are the different permission levels?
      • How do I change a colleague’s permission level?
      • How do I change a case ID?
      • How do I deactivate a colleague?
      • How do I add collaborators to my case?
      • How do I edit a team member's name and number?

      Account Settings & Access

      • How do I change or reset my password?
      • How do I find out my current contract terms?
      • How do I close my company account?
      • How do I update my marketing preferences?
      • How do I change my name and/or number in the platform?
      See more
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      Exizent Knowledge Base
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      • Go to exizent.com
      • Contact Support