You’ll learn how to update your profile information, reset your password, and manage connected services for email automation and matter organization.
1. Accessing Account Settings
Click the Profile Icon in the top-right corner of CORTO.
Select Account Settings
The Account Settings page includes two sections:
Account: Update your personal information and manage connected services.
Admin: Manage firm details, connected apps, billing, staff licenses, and user permissions.
⚠️ Note: Only administrators will see the Admin page in the left-hand menu.
Account Settings
To manage your Account Details and Account Integrations, go to the Account section of the left-hand menu.
2. Account Details
Updating Your Information
Click Edit next to your name
Update your Name(s), Profile Picture, or Phone Number
Click Save to apply changes
⚠️ Note: Currently, uploaded profile pictures cannot be removed, only replaced.
Reset Your Password
Click Reset next to the Password field
Check your email (including spam) for the password reset link
Follow the link to the password change page, enter your new password, and click Reset Password
3. Account Integrations
The Account Integration section allows you to manage email automation settings for your account. Currently, only Outlook is supported.
Click Connect next to Outlook to enable this integration
Email Auto-Allocation: Once connected, you can manage the following:
Automatically Save Emails to OneDrive: Toggle to enable, saves matter related emails to the firm's designated storage provider
Automatically assign a matter category in OneDrive: Toggle to enable, a 'matter' category is applied to the email in the user's outlook account.
Admin Settings
To manage your Firm Details, Connected Apps, Billing, Licenses and User Permissions, go to the Admin section of the left-hand menu.
⚠️ Note: Only administrators will see the Admin page in the left-hand menu.
4. Firm Details
Click Edit next to Firm details
Update your Firm Name and Billing address.
Click Save to apply changes
5. Connected Apps
Connected Apps lets you connect CORTO to a cloud storage service for document management. You can choose either OneDrive or Dropbox, but only one service can be active at a time.
Click the Connect button next to your preferred storage option to begin the setup
Once a storage service is connected, a Manage button appears.
Use this option to review or update the connection settings. For example, to change the folder location.
The other storage service will be unavailable (greyed out) until you disconnect the current one
6. Billing
The Billing section allows administrators to view and manage the organization’s subscription and invoices. For detailed guidance on updating billing information, viewing invoice history, and managing payments, refer to our Managing Your Billing and Invoices article
7. Licenses
The Licenses displays:
A license summary showing the number of Admins, Staff, No Access, Invited, and the Total Licenses.
An Invites panel listing any pending invitations, with the option to cancel by clicking X icon.
An Invite Staff button to send new invitations.
Click Invite Staff to start a new user invitation
Enter the user’s email address in the email field.
Click the send icon (paper plane) to add the email to the list.
Repeat steps 1–3 if you need to invite multiple users. Each email will appear in the list below.
From the Role dropdown, select the role you want to assign (e.g., Admin or Staff).
Click Send invite(s) to send out the invitations.
8. User Permissions
View all users with access to your organization. For each user, the table displays as the following:
Click the three-dot menu next to a Staff user to expand additional options:
Grant Admin Access: Promote the user to an Admin role.
Revoke Workplace Access: Remove the user’s access entirely
💡 Tip: Admin users do not have the three-dot menu because they already have full access.