--- title: General | Product Documentation description: Set up your Pascal account, invite colleagues, and configure your environment to start creating and resolving cases. --- [Skip to content](https://help.vartion.com/general#main-content) English Show submenu for translations [Customer portal](https://portal.vartion.com/tickets-view) [![pascal\_logo.png\]](https://help.vartion.com/hs-fs/hubfs/pascal_logo.png?width=160&height=42&name=pascal_logo.png)](https://help.vartion.com/) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://portal.vartion.com/tickets-view) - [Go to Pascal](https://pascal.vartion.com/) [Go to Pascal](https://pascal.vartion.com/) How can we help? - There are no suggestions because the search field is empty. 1. [Product Documentation](https://help.vartion.com/) 2. [General](https://help.vartion.com/general) # General Set up your Pascal account, invite colleagues, and configure your environment to start creating and resolving cases. ## Release Notes - [8.1 version 2026/11/05](https://help.vartion.com/8.1-version-2026/11/05) - [8.0 version 2026/10/15](https://help.vartion.com/8.0-version-2026/10/15) - [7.18 version 2026/09/19](https://help.vartion.com/7.18-version-2026/09/19) - [7.17 version 2026/07/28](https://help.vartion.com/7.17-version-2026/07/28) - [7.16 version 2026/06/25](https://help.vartion.com/7.16-version-2026/06/25) - [7.15 version 2026/06/09](https://help.vartion.com/7.15-version-2026/06/09) - [7.14 version 2026/05/13](https://help.vartion.com/7.14-version-2026/05/13) - [7.13 version 2026/04/14](https://help.vartion.com/7.13-version-2026/04/14) - [7.12 version 2026/03/31](https://help.vartion.com/7.12-version-2026/03/31) - [7.11 version 2026/03/17](https://help.vartion.com/7.11-version-2026/03/17) - [7.10 version 2026/03/05](https://help.vartion.com/7.10-version-2026/03/05) - [7.9 version 2026/02/03](https://help.vartion.com/7.9-version-2026/02/03) - [7.8 version 2026/01/22](https://help.vartion.com/7.8-version-2026/01/22) - [7.7 version 2026/01/07](https://help.vartion.com/7.7-version-2026/01/07) - [7.6 version 2025/12/09](https://help.vartion.com/7.6-version-2025/12/09) - [7.5 version 2025/11/25](https://help.vartion.com/7.5-version-2025/11/25) - [7.4 version 2025/11/11](https://help.vartion.com/7.4-version-2025/11/11) - [7.3 version 2025/11/01](https://help.vartion.com/7.3-version-2025/11/01) - [7.2 version 2025/10/14](https://help.vartion.com/7.2-version-2025/10/14) - [7.1 version 2025/09/25](https://help.vartion.com/7.1-version-2025/09/25) - [7.0 version 2025/09/03](https://help.vartion.com/7.0-version-2025/09/03) - [6.11 version 2025/08/14](https://help.vartion.com/6.10-version-2025/08/14) - [6.10 version 2025/05/20](https://help.vartion.com/6.10-version-2025/05/20) - [6.9 version 2025/03/29](https://help.vartion.com/6.9-version-2025/03/29) - [6.8 version 2025/03/04](https://help.vartion.com/6.8-version) - [6.7 version 2025/02/14](https://help.vartion.com/6.7-version-2025/02/14) - [6.6 version 2025/01/28](https://help.vartion.com/6.6-version-2025/01/28) - [6.5 version 2024/12/17](https://help.vartion.com/6.5-version-2024/12/17) - [6.4 version 2024/11/28](https://help.vartion.com/6.4-version-2024/11/28) - [6.3 version 2024/11/12](https://help.vartion.com/6.3-version-2024/11/12) - [6.2 version 2024/10/24](https://help.vartion.com/6.2-version-2024/10/24) - [6.1 version 2024/09/26](https://help.vartion.com/6.1-version-2024/09/26) - [6.0 version 2024/09/01](https://help.vartion.com/6.0-version-2024/09/01) - [5.16 version 2024/07/20](https://help.vartion.com/5.16-version-2024/07/20) - [5.15 version 2024/06/20](https://help.vartion.com/5.15-version-2024/06/20) - [5.14 version 2024/05/01](https://help.vartion.com/5.14-version-2024/05/01) - [5.13 version 2024/03/18](https://help.vartion.com/5.13-version-2024/03/18) - [5.12 version 2024/02/14](https://help.vartion.com/5.12-version-2024/02/14) - [5.11 version 2023/12/02](https://help.vartion.com/5.11-version-2023/12/02) - [5.10 version 2023/09/30](https://help.vartion.com/5.10-version-2023/09/30) - [5.9 version 2023/09/05](https://help.vartion.com/5.9-version-2023/09/05) - [5.8 version 2023/07/27](https://help.vartion.com/5.8-version-2023/07/27) - [5.7 version 2023/07/11](https://help.vartion.com/5.7-version-2023/07/11) - [5.6 version 2023/05/16](https://help.vartion.com/5.6-version-2023/05/16) - [5.5 version 2023/04/26](https://help.vartion.com/5.5-version-2023/04/26) - [5.4 version 2023/03/30](https://help.vartion.com/5.4-version-2023/03/30) - [5.3 version 2023/03/18](https://help.vartion.com/5.3-version-2023/03/18) - [5.2 version 2023/02/28](https://help.vartion.com/5.2-version-2023/02/28) - [5.1 version 2023/01/10](https://help.vartion.com/5.1-version-2023/01/10) - [5.0 version 2022/12/01](https://help.vartion.com/5.0-version-2022/12/01) - [4.17 version 2022/11/03](https://help.vartion.com/4.17-version-2022/11/03) - [4.16 version 2022/10/13](https://help.vartion.com/4.16-version-2022/10/13) - [4.15 version 2022/07/14](https://help.vartion.com/4.15-version-2022/07/14) - [4.14 version 2022/06/09](https://help.vartion.com/4.14-version-2022/06/09) - [4.13 version 2022/05/12](https://help.vartion.com/4.13-version-2022/05/12) - [4.12 version 2022/05/04](https://help.vartion.com/4.12-version-2022/05/04) - [4.11 version 2022/03/10](https://help.vartion.com/4.11-version-2022/03/10) - [4.10 version 2022/02/10](https://help.vartion.com/4.10-version-2022/02/10) - [4.9 version 2022/01/12](https://help.vartion.com/4.9-version-2022/01/12) - [4.8 version 2021/12/16](https://help.vartion.com/4.8-version-2021/12/16) - [4.7 version 2021/11/11](https://help.vartion.com/4.7-version-2021/11/11) - [4.6 version 2021/10/07](https://help.vartion.com/4.6-version-2021/10/07) - [4.5 version 2021/09/09](https://help.vartion.com/4.5-version-2021/09/09) - [4.4 version 2021/08/12](https://help.vartion.com/4.4-version-2021/08/12) - [4.3 version 2021/07/08](https://help.vartion.com/4.3-version-2021/07/08) - [4.2 version 2021/06/10](https://help.vartion.com/4.2-version-2021/06/10) - [4.1 version 2021/05/14](https://help.vartion.com/4.1-version-2021/05/14) - [4.0 version 2021/03/27](https://help.vartion.com/4.0-version-2021/03/27) See less ▼ ## What's New - [8.1 Weighted client risk](https://help.vartion.com/8-1-weighted-client-risk) - [8.1 Additional client filters](https://help.vartion.com/8-1-additional-client-filters) - [8.1 Event-driven reviews and onboarding review rules](https://help.vartion.com/8-1-event-driven-reviews-and-onboarding-review-rules) - [8.0 A unified client based experience](https://help.vartion.com/8.0-a-unified-client-based-experience) - [8.0 Introducing Periodic and Manual reviews](https://help.vartion.com/8.0-introducing-periodic-and-manual-reviews) - [7.16 Remove external user access from onboarding forms](https://help.vartion.com/7.16-remove-external-user-access-from-onboarding-forms) - [7.16 Add Labels for Hits, Cases, and Clients](https://help.vartion.com/7.16-add-labels-for-hits-cases-and-clients) - [7.13 Feature platform for new requests and upcoming features](https://help.vartion.com/7.13-feature-platform-for-new-requests-and-upcoming-features) - [7.13 Block Media form certain countries](https://help.vartion.com/7.13-block-media-form-certain-countries) - [7.11 Customisation of external emails](https://help.vartion.com/7.11-customisation-of-external-emails) - [7.10 Efficient comment navigation in forms](https://help.vartion.com/7.10-efficient-comment-navigation-in-forms) - [7.10 Global search](https://help.vartion.com/7.10-global-search) - [7.10 Improved case resolvement user experience](https://help.vartion.com/7.10-improved-case-resolvement-user-experience) - [7.9 Indicator for modified answers](https://help.vartion.com/7.9-indicator-for-modified-answers) - [7.5 Email notification for mentions in comments](https://help.vartion.com/7.5-email-notification-for-mentions-in-comments) - [7.3 Redesign Settings of Pascal](https://help.vartion.com/7.3-redesign-settings-of-pascal) - [7.3 New Auditor role](https://help.vartion.com/7.3-new-auditor-role) - [7.2 Introducing Interactive statistics in Pascal Screening](https://help.vartion.com/7.2-introducing-interactive-statistics-in-pascal-screening) - [7.0 Enhanced Experience, Smoother Workflows, Upgraded Infrastructure](https://help.vartion.com/7.0_enhanced_experience_smoother_workflows_upgraded_infrastructure) - [6.10 New Filter design in Cases and Clients](https://help.vartion.com/6.10-new-filter-design-in-cases-and-clients) - [6.6 New Forms page in Pascal Onboarding](https://help.vartion.com/6.6-new-forms-page-in-pascal-onboarding) - [6.6 Introducing Risk in Pascal Onboarding](https://help.vartion.com/6.6-introducing-risk-in-pascal-onboarding) - [6.6 Onboarding Dashboard](https://help.vartion.com/6.6-onboarding-dashboard) - [6.6 Introduction of quarterly monitoring](https://help.vartion.com/6.6-introduction-of-quarterly-monitoring) - [6.6 Bulk editing Case sources and monitoring frequencies](https://help.vartion.com/6.6-bulk-editing-case-sources-and-monitoring-frequencies) - [6.5 Introduction of Grouping Clients](https://help.vartion.com/6.5-introduction-of-grouping-clients) - [6.4 Pascal Pre-Event Transaction Monitoring](https://help.vartion.com/6.4-pascal-pre-event-transaction-monitoring) - [6.2 Asset Check](https://help.vartion.com/6.2-asset-check) - [6.0 Monitoring frequencies](https://help.vartion.com/6.0-monitoring-frequencies) - [6.0 Negative Event Classifier](https://help.vartion.com/6.0-negative-event-classifier) - [5.14 Assignee settings](https://help.vartion.com/5.14-assignee-settings) - [5.14 HubSpot workflow Pascal actions](https://help.vartion.com/5.14-hubspot-workflow-pascal-actions) - [5.12 Navigation restructuring](https://help.vartion.com/5.12-navigation-restructuring) - [5.11 Instantly see all sources](https://help.vartion.com/5.11-instantly-see-all-sources) - [5.9 Client status](https://help.vartion.com/5.9-client-status) - [5.8 Mentions in comments](https://help.vartion.com/5.8-mentions-in-comments) - [5.7 Preview cases](https://help.vartion.com/5.7-preview-cases) - [5.4 Public API](https://help.vartion.com/5.4-public-api) - [5.4 Commenting on hits](https://help.vartion.com/5.4-commenting-on-hits) - [5.0 New billing and products system](https://help.vartion.com/5.0-new-billing-and-products-system) - [5.0 Excluded terms](https://help.vartion.com/5.0-excluded-terms) - [5.0 Case-specific source and monitoring configuration](https://help.vartion.com/5.0-case-specific-source-and-monitoring-configuration) - [5.0 Multiple platforms](https://help.vartion.com/5.0-multiple-platforms) - [5.0 Languages](https://help.vartion.com/5.0-languages) - [5.0 Improved statistics](https://help.vartion.com/5.0-improved-statistics) - [5.0 More filters to find cases](https://help.vartion.com/5.0-more-filters-to-find-cases) - [4.17 Media age filter](https://help.vartion.com/4.17-media-age-filter) - [4.16 Case description](https://help.vartion.com/4.16-case-description) - [4.15 Media filters](https://help.vartion.com/4.15-media-filters) - [4.15 Delete hit comments](https://help.vartion.com/4.15-delete-hit-comments) - [4.14 Update case status in bulk](https://help.vartion.com/4.14-update-case-status-in-bulk) - [4.14 New case creation workflow](https://help.vartion.com/4.14-new-case-creation-workflow) - [4.13 New role and role changes](https://help.vartion.com/4.13-new-role-and-role-changes) - [4.13 Multi-Factor Authentication](https://help.vartion.com/4.13-multi-factor-authentication) - [4.12 Industries tag in media articles](https://help.vartion.com/4.12-industries-tag-in-media-articles) - [4.12.0 Automatic generation of case reports](https://help.vartion.com/4.12.0-automatic-generation-of-case-reports) - [4.12.0 Languages Dutch and English US](https://help.vartion.com/4.12.0-languages-dutch-and-english-us) - [4.12.0 Mass editing cases](https://help.vartion.com/4.12.0-mass-editing-cases) - [4.12.0 Implicit feedback](https://help.vartion.com/4.12.0-implicit-feedback) - [4.11.0 Required comments & quick options](https://help.vartion.com/4.11.0-required-comments-quick-options) - [4.10 Implicit feedback](https://help.vartion.com/4.10-implicit-feedback) - [4.10 Deleted data from sources](https://help.vartion.com/4.10-deleted-data-from-sources) - [4.10 Hyperlinking](https://help.vartion.com/4.10-hyperlinking) See less ▼ ## Risk Classification Settings - [How to change the risk appetite](https://help.vartion.com/how-to-change-the-risk-appetite) - [How to change/edit the country risk profile](https://help.vartion.com/how-to-change/edit-the-country-risk-profile) ## HubSpot - [Workflow: How to configure HubSpot tasks for initial screening resolvement](https://help.vartion.com/how-to-configure-hubspot-tasks-for-initial-screening-resolvement) - [Workflow: How to automatically create cases for records](https://help.vartion.com/how-to-automatically-create-cases-for-records) - [Workflow: How to configure notifications based on found hits in monitored cases](https://help.vartion.com/how-to-configure-notifications-based-on-found-hits-in-monitored-cases) - [Workflow: How to automatically update the case status based on the lifecycle stage](https://help.vartion.com/how-to-automatically-update-the-case-status-based-on-the-lead-status) - [Workflow: How to automate risk-based screening](https://help.vartion.com/how-to-automate-risk-based-screening) - [What Pascal actions are available in HubSpot Workflows](https://help.vartion.com/what-pascal-actions-are-available-in-hubspot-workflows) - [How to review cases from the HubSpot Pascal cards](https://help.vartion.com/how-to-review-cases-from-the-hubspot-pascal-cards) - [Managing Pascal user access from HubSpot](https://help.vartion.com/how-can-other-users-join-your-pascal-account) - [How to configure useful Pascal properties in HubSpot](https://help.vartion.com/how-to-configure-useful-pascal-properties-in-hubspot) - [How to set up Pascal’s cards in your HubSpot views](https://help.vartion.com/how-to-set-up-pascals-cards-in-your-hubspot-views) - [Getting started - HubSpot](https://help.vartion.com/getting-started-hubspot) - [How to connect your HubSpot account to an existing Pascal account](https://help.vartion.com/how-to-connect-your-hubspot-account-to-an-existing-pascal-account) - [How to create a case from within HubSpot](https://help.vartion.com/how-to-create-a-case-from-within-hubspot) - [Setup guide - HubSpot](https://help.vartion.com/setup-guide-hubspot) See less ▼ ## User Account Settings - [How to change your notification and email preferences](https://help.vartion.com/how-to-change-your-notification-and-email-preferences) - [API tokens](https://help.vartion.com/api-tokens) - [How to view your login sessions](https://help.vartion.com/how-to-view-your-login-sessions) - [Don't recognise a login session](https://help.vartion.com/dont-recognise-a-login-session) - [Why can't I login to Pascal](https://help.vartion.com/why-cant-i-login-to-pascal) - [How to change your login password](https://help.vartion.com/how-to-change-your-login-password) - [How to change your interface language](https://help.vartion.com/how-to-change-your-interface-language) - [How to enable multifactor authentication for your account](https://help.vartion.com/how-to-enable-multifactor-authentication-for-your-account) - [Multiple Pascal environments](https://help.vartion.com/multiple-pascal-environments) - [How to change your account's settings](https://help.vartion.com/how-to-change-your-accounts-settings) - [How to login to Pascal](https://help.vartion.com/how-to-login-to-pascal) - [How to logout of Pascal](https://help.vartion.com/how-to-logout-of-pascal) See less ▼ ## General - [Supported browsers](https://help.vartion.com/supported-browsers) - [How to get help](https://help.vartion.com/how-to-get-help) - [How to ask help from our support team](https://help.vartion.com/how-to-ask-help-from-our-support-team) - [How to share your great ideas for Pascal](https://help.vartion.com/how-to-share-your-great-ideas-for-pascal) - [How to share that Pascal isn't working as expected](https://help.vartion.com/how-to-share-that-pascal-isnt-working-as-expected) ## Billing - [How much does Pascal screening cost](https://help.vartion.com/how-much-does-pascal-cost) - [How to change your products](https://help.vartion.com/how-to-change-your-products) - [How to update your billing details in Pascal](https://help.vartion.com/how-to-update-your-billing-details-in-pascal) - [How to upgrade your organisation from Free to Premium](https://help.vartion.com/how-to-upgrade-your-organisation-to-paid) - [How invoices are composed](https://help.vartion.com/how-invoices-are-composed) ## Organisation Settings - [How to download an organisation audit report](https://help.vartion.com/how-to-download-an-organisation-audit-report) - [How to add users to Pascal](https://help.vartion.com/how-to-add-users-to-pascal) - [How to create groups in Pascal](https://help.vartion.com/how-to-create-groups-in-pascal) - [How to import users in Pascal](https://help.vartion.com/how-to-import-users-in-pascal) - [How to set up Microsoft Azure integration](https://help.vartion.com/how-to-set-up-microsoft-azure-integration) - [How to enforce two factor authentication](https://help.vartion.com/how-to-enforce-two-factor-authentication) - [How to create a new user](https://help.vartion.com/how-to-create-a-new-user) - [How to delete a user account](https://help.vartion.com/how-to-disable-a-user-account) - [How to restore a deleted user account](https://help.vartion.com/how-to-restore-a-deleted-user-account) - [How to bulk import users](https://help.vartion.com/how-to-bulk-import-users) - [What roles are available in Pascal](https://help.vartion.com/what-roles-are-available-in-pascal) - [How to change the roles of a user account](https://help.vartion.com/how-to-change-the-roles-of-a-user-account) - [What are groups](https://help.vartion.com/what-are-groups) - [How to edit groups in Pascal](https://help.vartion.com/how-to-edit-groups-in-pascal) - [How to delete groups in Pascal](https://help.vartion.com/how-to-delete-groups-in-pascal) - [How to create user functions](https://help.vartion.com/how-to-create-user-functions) See less ▼ ## Integrations - [What Pascal actions are available in Zapier](https://help.vartion.com/what-pascal-actions-are-available-in-zapier) ## Zapier - [How to automatically update the case status based on record properties](https://help.vartion.com/how-to-automatically-update-the-case-status-based-on-record-properties) - [How to automatically create cases for CRM records](https://help.vartion.com/how-to-automatically-create-cases-for-crm-customer-records) - [How to configure alerts for initial screening resolvement](https://help.vartion.com/how-to-configure-alerts-for-initial-screening-resolvement) - [How to monitor cases which have no results in the initial screening](https://help.vartion.com/how-to-monitor-cases-which-have-no-results-in-the-initial-screening) - [How to set up alerts for high risk monitoring results](https://help.vartion.com/how-to-set-up-alerts-for-high-risk-monitoring-results) - [General](https://help.vartion.com/general#main-content) - [Release Notes](https://help.vartion.com/general#release-notes) - [What's New](https://help.vartion.com/general#whats-new) - [Risk Classification Settings](https://help.vartion.com/general#risk-classification-settings) - [HubSpot](https://help.vartion.com/general#hubspot) - [User Account Settings](https://help.vartion.com/general#user-account-settings) - [General](https://help.vartion.com/general#general) - [Billing](https://help.vartion.com/general#billing) - [Organisation Settings](https://help.vartion.com/general#organisation-settings) - [Integrations](https://help.vartion.com/general#integrations) - [Zapier](https://help.vartion.com/general#zapier) - [Screening](https://help.vartion.com/screening#main-content) - [FAQ](https://help.vartion.com/screening#faq) - [Cases](https://help.vartion.com/screening#cases) - [Clients](https://help.vartion.com/screening#clients) - [Statistics](https://help.vartion.com/screening#statistics) - [Getting Started with Pascal Screening](https://help.vartion.com/screening#getting-started-with-pascal-screening) - [Results in Pascal](https://help.vartion.com/screening#results-in-pascal) - [Notifications in Pascal Screening](https://help.vartion.com/screening#notifications-in-pascal-screening) - [Screening Settings](https://help.vartion.com/screening#screening-settings) - [Onboarding](https://help.vartion.com/onboarding#main-content) - [Getting Started with Pascal Onboarding](https://help.vartion.com/onboarding#getting-started-with-pascal-onboarding) - [Onboarding Settings](https://help.vartion.com/onboarding#onboarding-settings) - [Clients](https://help.vartion.com/onboarding#clients) - [Transactions](https://help.vartion.com/transactions#main-content) - [Getting Started with Pascal Transactions](https://help.vartion.com/transactions#getting-started-with-pascal-transactions) - [Settings](https://help.vartion.com/transactions#settings) [![vartion\_logo@0,5x-1](https://help.vartion.com/hs-fs/hubfs/vartion_logo@0%2c5x-1.png?width=125&height=45&name=vartion_logo@0%2c5x-1.png "vartion_logo@0,5x-1")](https://vartion.com)   Copyright © 2025, Vartion B.V.