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Help Center
Users & Security Permissions
Getting started
Welcome to Expiration Reminder
Your Account & Billing
Document Types & Expirations
Document Types
Expirations
Managing Contacts
Contacts
Managing Assets
Importing & Exporting Data
Importing
Exporting
Reminders & Notifications
Notifications
Templates
Organization
Custom Fields
Workspaces
Organizational Features
Compliance
Acknowledgments
Reports (Advanced Reporting)
Analytical Compliance
Users & Security Permissions
Security Authentication
Managing Users of the Acccount
Additional Account Settings
Integrations & API
Integrations
API
Users & Security Permissions
Manage Users, their access and other security details
Security Authentication
2FA: Two-Factor Authentication
OneLogin - Single Sign-On
Google Workspace (G Suite)- Single Sign-On
Okta - Single Sign-On
Microsoft Entra (Azure AD) - Single Sign-On
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Managing Users of the Acccount
Adding/Disabling a User
Changing and Assigning User Roles
User Roles & Access Privileges
Custom User Roles & Record Sets
Managing Permissions
Using Folders
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Additional Account Settings
Updating Your Profile
Changing Your Password
Audit Log
Communication Delivery Status
