Below is the step-by-step procedure for creating a Hub in CaseActive account.

Completing Account Setup

• After Creating a free account, you will be asked to fill in the details of your company to create a hub.
• Type the name of your company.
• Select your Company Industry.
• Provide the official website of said company and click on Next.

• Next, you will be asked for billing information. Click the expanding arrow to select your preferred payment plan, then select your best one.

• After selecting your preferred payment plan, choose your preferred mode of payment and provide the related details. We accept payments using:
  • Debit/Credit Card
  • Cash App Pay
  • Bancontact
  • IDEAL

Note: It is recommended that you provide the information now to complete your account setup, but if you do not have your billing information readily available, click Finish Later to finish setting up your account.

Note: All your billing details are kept confidential and safe.

• When you have provided all the necessary data, click on Submit.

Hubs Page

• After clicking Submit, you will land on the Hubs page, which shows information about all the Hubs that belong to you, like:
  • Company Name
  • Type (User Role)
  • Status

Note: The Hubs page is your dashboard for launching main admin functions.

• Login to your CaseActive Account and click on the LOBBY button of the Hub.

• Click the ADMIN button to open the admin panel. This is where Admins manage users, cases, integrations, and more.

• Click the ellipsis to manage account billing and notification settings.

Note: Case Active displays the ADMIN button for admin users. Users without admin privileges do not see the ADMIN button.