Estateably

Alexander Wulkan

Account Settings

How to add a user to your Estateably account.

Creating and managing users

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

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

Managing compensation fees

Compensation fee types

Compensation fee FAQs

Organization-level compensation fees

Managing saved contacts

Manage contacts available on all of your files

Saved contacts

Managing task templates (in account settings)

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

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

Managing your user profile

Password management

Communication preferences

Email configuration

Your user profile

Create a custom design with text, images, and links

Book a demo

Login

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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