Account & settings
Profile, appearance, security, organisation, plan and templates
5 guides
Account & settings tutorial
Managing Your Profile and Appearance
How to change your name, email, photo and the app's theme, accent colour and density.
Read guideAccount & settings reference Featured
Managing Account Security
How to change your password, enable two-factor authentication, add passkeys, review sessions and read security activity.
Read guideAccount & settings tutorial FreeSoloTeam Featured
Managing Your Organisation and Plan
How to edit the agency's name, web address and logo, understand plan limits, upgrade and manage a subscription.
Read guideAccount & settings reference FreeSoloTeam Featured
Plans, Prices and Limits
Caseta's Free, Solo and Team plans: live prices, included modules, limits, AI request allowances and what happens at a limit.
Read guideAccount & settings reference
Configuring Integrations, Templates and the Audit Log
How to test connected services, edit transactional email wording and email design, customise property sheets, and review the audit log.
Read guide