CAVO

IP Whitelisting

Learn how to include CAVO into your application

Cavo embedded in and iframe

Learn how to apply different themes to Cavo

Cavo Themes

Learn how we integrate with application partners

Authorization Token

Verify Compatibility Checklist

Case Naming Convention

Information needed to set up your CAVO® instance

Onboarding Procedure

Learn how to link directly to a specific case

Construct a Hyperlink to a Case in CAVO®

Optimal configuration needed to run CAVO®

User Workstation Requirements

CAVO® needs access to outside resources to function properly

Firewall Settings

Learn how to load documents to CAVO® via SFTP

Loading Documents with SFTP

Learn about how CAVO® Authenticates Users

Authentication

Learn how to interact with CAVO® through our API

API Access

Learn how to use Single Sign On for CAVO® User Authentication

Single Sign On

Architecture

Learn how to connect and query your Cavo data with SQL

CAVO Optics SQL Access

Emily McMakin

Heath Keane

Technical Guide

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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