Profile and Products Menu

In the right corner of Filevine’s navigation bar, you’ll find your profile menu.

In this dropdown menu, you’ll see:

• Manage My Account: navigate to the Account Manager tool, where you can view your profile and security details and select your theme; account admins will see additional tools for user and tenant management.
• Filevine Settings: navigate to your settings, where you can select your profile, username, and email,share your calendar, and set up your notifications
• Logout: log out of all Filevine products
• Other Products: access other Filevine products

Products

Below the other options, you’ll see a list of products your user has access to. For instance, if you use both Depo CoPilot and Client Portal, both of these products will be listed. Click on a product to automatically be logged in in a new tab.