Getting started
New to Casebase.ai? Find everything you need to get started – from your first login to a full overview of the platform.
- 💡What is Casebase.ai? – Product Overview & Key Features
- 💡 What should be considered during onboarding?
- 💡 How do I access Casebase? (First-Time Sign-In)
- 💡 How can new users be invited to register?
- 💡 Understanding the Casebase.ai Interface – Navigation & Menu
User Roles & Permissions
Understand your role in Casebase.ai and what you can do with it – and what other roles are allowed to do.
- 👥 Admin – Rights & Typical Tasks
- 👥 Moderator – Rights & Typical Tasks
- 👥 Visitor – Read Access & Limitations
- 👥 Member – Rights & Typical Tasks
Settings
Configure Casebase.ai to fit your organization – from company profile and user management to templates, and workflows.
- ⚙️ Company Settings: Profile – Logo & Language
- ⚙️ Workspaces – Create – Configure – Delete
- ⚙️Defining Workflow & Maturity Levels
- ⚙️ Whitelabel Design Configuration
- 🔗 Set up Microsoft Entra ID Single Sign-On (SSO)
Use Cases (Main Objects)
Everything about creating, editing, and evaluating use cases – the core of Casebase.ai.
- 📋 Creating & Submitting a Use Case
- 📋 Evaluating a Use Case: Start a Session & Score
- 📋 Conducting an AI Act Risk Assessment
- 📋 Use Case Overview: Search – Filter – Sort
Portfolio Management
Manage your entire use case portfolio – with dashboard, Kanban board, matrix, roadmap, and management list.
- 📊 Portfolio Dashboard: Reading KPIs & Overviews
- 📊 Kanban Board: Manage Use Cases & Quality Gates
- 📊 Portfolio Matrix: Visualizing Evaluation Results
- 📊 Roadmap: Using the Timeline Overview
- 🧭Strategic Initiatives