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Knowledge Bank

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  1. Castaway Help Centre
  2. Organisations, Users & Security

Organisations, Users & Security

Guidance & instructions for working with Users, Access, Permissions & Projects

Managing your Organisation

  • Organisation Setup: Best Practice for Org Owners
  • Managing Disclaimers
  • Mandating 2FA for your Organisation
  • Setting Session Timeout periods for your Organisation

User Roles & Permissions

  • Overview: User Roles & Permissions
  • Adding & Removing Internal Users
  • Inviting Guests to a Project
  • Private Projects
  • Defining Access & Invitations - Internal & External Users
  • External User Access to Consolidation Projects

Working with Projects

  • Transferring a project to another Organisation (no subscription changes needed)
  • Add Branding to your Project
  • Transferring a project to another Organisation (subscription changes)
  • Managing Private Projects
  • Using Client IDs
  • Can multiple users work on the same file at the same time?
See all 8 articles

Security

  • Securing your Castaway account
  • Changing your Castaway Cloud password
  • How to enable 2FA for your User account
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