Estateably

Account Settings

How to add/delete a user from your Estateably account.

Creating and Managing Users

Estateably allows you to create and manage teams within your account, making it easy to organize users by office, jurisdiction, or location. This is especially helpful for firms with multiple…

Creating and Managing Teams

User and team management FAQs

Inviting users, creating teams and invite status

Members and Teams

How to change a user's role or permissions.

Managing user roles

Estateably allows administrators to manage user access through customizable roles and permissions. This ensures that team members only have access to the features and file actions appropriate to their role.

Managing file permissions

How to manage what each user can access within Estateably.

Managing user permissions

Set granular roles and permissions for your team

Roles and Permissions

Estateably allows organizations to configure fiduciary compensation using one of two calculation methods: By Account or By Tier. Each method determines how compensation is calculated across estates, trusts, and powers…

Understanding Compensation Fee Types

Compensation fee FAQs

Organization-Level Compensation Fee Structure

Saved Contacts allow your organization to store frequently used professionals and service providers for quick access across files.

Managing saved contacts

Manage contacts available on all of your files

Saved Contacts

Task templates are groups of related tasks that can be reused across files. They help standardize workflows while still allowing flexibility based on the details of each file. Each template…

Managing task templates

Adding, editing and managing task templates in your settings

Managing Task Templates

How to change your organization's address, name, list of lawyers, or billing email.

Editing organization details

Organization Details

Theme preferences allow Organization Administrators to customize branding for an organization within Estateably, including logos used throughout the platform and on reports.

Managing theme preferences

Theme Preferences

Single sign-on setup and configuration

OneLogin SSO Configuration

Enabling Microsoft Entra ID SSO in Estateably

Microsoft Entra ID SSO Configuration

Okta SSO configuration

Set up and manage single sign on for your organization

Single Sign-On

Your Estateably user profile allows you to manage your personal information, security settings, notification preferences, and email signature configuration.

This article walks you through each section of your profile and…

Managing your user profile

You can update your password at any time from your profile settings.

Password management

Communication Preferences allow you to control how and when you receive notifications within Estateably.

Managing Communication Preferences

Email Configuration allows you to customize how emails are sent from your account within Estateably.

Managing Email Configuration

You can log in to Estateably from the main Estateably website. However, if you need to reset your password, you must use your organization’s unique Estateably URL.

Recovering Your Password

Your User Profile

Organization Admins can create and manage custom transaction categories to better align transaction coding with their internal accounting practices.

Managing Custom Transaction Categories

Custom Categories

Create a custom design with text, images, and links

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