Centerbase Administrative Tool

Centerbase provides a program for Windows called the Centerbase Administrative Tool.  This tool is used for administrative level functions that an average user will not need to do on a day-to-day basis.  Some of the things that are available in the Windows Administrative Tool are:

• Managing Users.  This includes adding new users, deactivating old users, resetting passwords, managing default security settings, group membership, and basic permissions.
• Managing items and fields
• Customizing data views
• Finding / merging duplicates
• Customizing Mobile App settings (iOS and Android)
• Importing data
• Creating charts that can be viewed on the web dashboard
• Creating HTML templates that can be used in workflows and custom e-mails

Downloading

The Centerbase Administrative Tool needs to be installed on a Windows desktop: Click here to download the tool.

Connecting

Once you have downloaded and installed the Centerbase Administrative Tool, you will need to run as an administrator the first time; after that it can be opened normally. To run as administrator, find the program icon and right-click>Run as Administrator. 

You will be prompted to enter a server you want to connect to.  The server name will match the URL for your Centerbase site without the "https://". For example, if your URL is https://MyLawFirm.centerbase.com/web, when prompted for a server to connect to in the Admin Tool, you would enter MyLawFirm.centerbase.com

Hit next and you will be prompted to enter your username and password.  Use the same username and password you use to log in to Centerbase in your browser.  Decide whether you want to save your password by checking the box and click OK to continue.

You will now be logged in to the Centerbase Administrative Tool.  You can check our Online Help Center for several articles dedicated to using the Admin Tool.

Updating

To update to a new version of the Admin Tool, simply uninstall the current version from Windows Programs and Features:

Next, run the CenterbaseAdminToolSetup.exe for the new version and follow the steps to connect above.