How to Access Settings
Locate your profile name and email in the bottom left corner of the application
Click your profile
Select Settings
You will be taken to the full Settings page.
Navigating Settings
Settings are organized into three main sections:
User
Organization
Connected Apps
Each section appears in the left-hand navigation panel.
User
The User section contains settings related to your personal account.
Profile
Manage your personal information, including:
Name
Email address
Phone number
This information is used for login, notifications, and how others see you within the platform.
Security
Manage your account security and authentication methods.
Update Password
To change your password:
Enter your Current Password
Enter your New Password
Confirm your new password
Click Update Password
Two-Factor Authentication (2FA)
Add an extra layer of protection to your account using an authenticator app.
Select Set up under Authenticator App
Follow the prompts to connect your authentication app
Once enabled, you’ll be required to verify your identity during login
👉 See Securing Your Account for setup instructions.
Organization
The Organization section allows admins and authorized users to manage firm-wide settings.
General
Configure overall organization preferences and settings.
Team
Manage users within your organization:
Add or remove team members
Assign roles and permissions
👉 See Managing Your Organization for more details.
Default Folders
Customize the folder structure used in Case Files across your organization.
Blocks & Fields
Configure custom fields and data blocks used throughout cases and documents.
Subscription
View and manage your subscription plan, billing, and payment details.
System Logs
Review system activity and logs for auditing and troubleshooting.
Analytics
Access usage data and insights related to your organization.
Connected Apps
The Connected Apps section allows you to manage integrations with third-party services.
Connected Apps
From here, you can:
Connect services such as Google Drive, OneDrive, Outlook, and Clio
Disconnect integrations at any time
Manage permissions and data syncing
When an app is disconnected, all associated credentials and tokens are securely removed.
👉 See Managing Connected Apps for instruction.
Saving Changes
Click Save Changes after making updates
Changes are applied immediately unless otherwise noted
Returning to the App
Settings is no longer a pop-up window.
To return to the main application:
Click Back to App in the top-left corner
Key Updates
Settings is now a dedicated full-page interface
Accessed from the bottom-left profile menu only
Organized into User, Organization, and Connected Apps
Includes expanded Profile and Security controls
Summary
The updated Settings experience provides a centralized and structured way to manage your account, organization, and integrations. With added security controls like password management and two-factor authentication, your account stays protected while remaining easy to manage.
Need Help?
👉 Check out our YouTube video - ProPlaintiff.ai V3 Tutorial Walkthrough
If you need additional assistance, please don’t hesitate to reach out to our support team via chat or email us at cx@proplaintiff.ai. We're here to help!