Setup

This article discusses the Setup page in the main menu. On the Setup page, you can select your profile, username, and email. You can also share your calendar, enable extensions such as the Outlook Add-In, and set up your notifications. For more information about becoming a new user in Filevine, read the Getting Started with Filevine article.

To navigate to the Setup page, click on the main menu in the top left corner of Filevine, and select Setup from the dropdown. You also navigate to Setup sections by clicking on your profile picture in the top right and selecting Filevine Settings from the dropdown. 

• Filevine Settings
• Notifications
• Orgs
• Member Access

Filevine Settings

In the Filevine Settings section, you can change your profile picture, username, and calendar settings. Your first name, last name, email, and theme can be viewed and changed in the Account Manager tool.

To change your profile picture, click Change photo next to the picture and then choose a photo from your computer to upload. Filevine displays profile pictures as a circle and automatically centers the photo for you. For this reason, it is best to choose a picture that is square with the image centered for your profile.

To change your username, select the User Name field and enter the desired text. The checkmark to the right of the field will turn green to indicate that your name has been changed. Your username must be unique across all users in your Filevine instance.

Filevine calendars can be connected with Google calendars or Office 365 calendars and shared with other Filevine users. 

Notifications

In the Notifications section, you can view and set your notifications settings. Learn more about notifications.

Orgs

In the Orgs section, you can view details about your Org including name, email, and text number.

Org Admin users can also view the Org ID number, the project count, and the Advanced Access tab.

Member Access

Org Admin users can use the Member Access section to create and manage Org members and teams, as well as their assigned projects. Learn more about the Member Access tool.

Tip

For guidance on setting up users, teams, and project roles, read the Setup Guide: Teams, Members, and Roles.