Skip to content
English
Customer Support
  • There are no suggestions because the search field is empty.

⚙️ Info Page - Account Level & Workspace Level

AN INTERNAL INFORMATION PAGE FOR YOUR USERS – EITHER GLOBALLY AT THE ACCOUNT LEVEL OR INDIVIDUALLY PER WORKSPACE.

With the new Info Page feature, you can create an internal information page for your users – either globally at the account level or individually per workspace.

📋Content

🌐 Info Page at Account Level
📁 Info Page at Account Level
💡 Recommended Content & Use Cases

 

 

🌐 Info Page at Account Level

Navigation:
Account Settings → General → Account Info

Available options:

Setting Description
Menu Title Define the tab name shown in the Help menu (side navigation)
Background Color Set the background color of the Info Page
Contact Persons All account admins are automatically listed
Content Editor Use a rich text editor to enter and format content
Status

Two status option: Draft orPublished

  •  Draft = Only visible for admins in the text editor
  • Published = Visible for all users

 

 

📁 Info Page at Workspace Level (same structure as account level)

Navigation:
Select Workspace → Workspace Settings → General → Workspace Info

All settings are identical to the account-level Info Page:

  • Custom menu title

  • Background color

  • Admins of the workspace shown as contacts

  • Rich text editor for custom content

  • Status

    •  Draft = Only visible for admins/moderators in the text editor
    • Published = Visible for all users of a workspace

 

 

💡 Recommended Content & Use Cases

There are many creative and valuable ways to use your Info Page. Here are some ideas:

🧭 Onboarding & User Help

  • Welcome message for new users

  • Quick start guide for Casebase

  • Links to internal tools and documentation

  • Glossary of key terms and roles

🛡️ Company Guidelines

  • AI usage policy or best practices

  • Security, data protection, or compliance rules

  • Acceptable use policies

📣 Internal Communication

  • Internal release notes or feature changes

  • Updates on rollouts or processes

  • Contact/support instructions

🤝 Contact Overview

  • Internal points of contact with roles

  • Ownership and responsibility mappings

  • Department-specific contact links

📋 Governance & Process Info

  • Your company’s AI Use Case lifecycle

  • Evaluation frameworks or KPIs

  • Idea submission or review guidelines

🌐 Workspace-specific Uses

  • Workspace-specific rules or priorities

  • Lessons learned or team best practices

  • Highlighting local success stories