by CaseActive Team

This article shows new users how to create a free trial account. Case Active automatically grants the new user admin privileges for this account.

Creating an account

  1. Go to the login page.
  2. Click the Get Started button.
  3. Enter an email address.
  4. Click Next.

Verifying an account

  1. Open a new browser tab and log in to your email account.
  2. Copy the six-digit code.
  3. Return to the Case Active tab.
  4. Paste the code into the fields. A new window displays.

In the new window:

  1. Fill in the required fields.
  2. Read the terms of service and check the box to agree.

Completing app setup

A workflow displays on the next page. Complete the steps to finish setting up your app. You can always return to these pages to edit or update information or your account status.

On the About App page, fill in the company name and website fields (required) and then click Next.

On the Billing Information page, click the Payment Plan field and review the options. The default setting is Free. Click SUBMIT.

After you submit the form, Case Active displays the Apps page. For each app you create or belong to, the page shows:

  1. The app name
  2. Your Type (user role)
  3. Status

The Apps page is a launching point for many admin functions:

  1. Click the APP button to communicate, fill docs, video chat (and more) on case-related issues.
  2. Click the ADMIN button to open the admin panel. This is where Admins manage users, cases, integrations, and more.
  3. Click the ellipsis to manage account billing and notification settings.
  • Note Case Active displays the ADMIN button for admin users. Users who do not have admin privileges do not see the ADMIN button (as shown in the screen below).

Subscribe to CaseActive’s editorial newsletter

By clicking “Submit” you agree to our TOS and Privacy Policy.

Contact us

If you would like to start collaboration or just get more information about CaseActive fill our form. We’ll contact you as soon as possible.

Select One