Help centerGetting started

For: Admins, Managers, and Staff

Sign in to your hub

Sign in with a code sent to your work email or phone, with Google, or with your company's single sign-on.

In this article6 sections

You sign in with a code, not a password. One sign-in covers every hub you belong to.

  1. Open a sign-in page

    Go to account.caseactive.com, or to your hub's portal or Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings. address.

  2. Enter your email or number

    Type your work email or the mobile number on your profile, and choose Continue with email, or Continue on your firm's portal. A number without a country code is read as a US number. You can also choose Continue with Google, with your work Google account; any other Google account makes a new, empty account.

  3. Enter your code

    The codeSign-in code A 6-digit code sent to your email or phone each time you sign in, so no password is needed; it expires after 10 minutes. goes to what you typed: your email, or your phone by text. Type it and choose Verify & continue. It works for 10 minutes; Resend Code sends a new one.

  4. Pick up where you started

    From your hub's address, you're back on the page you opened. From account.caseactive.com, you land on your Hubs page: choose Lobby or Admin beside a hub.

What happens next

You stay signed in on that browser for 30 days, then sign in again. To sign out, choose your name at the top right, then Log out. That signs you out of every CaseActive page in that browser.

If something goes wrong

  • "Incorrect code. Please try again." Check your newest code, or choose Resend Code. Five wrong codes lock you out for 15 minutes.
  • "A code was sent moments ago. Please wait before requesting another." Wait a minute, then resend.
  • "No account uses this phone number. Please check it, or use your email address to sign in or sign up." Use your email address instead.
  • "Your account has been disabled by an administrator" Ask an Admin of that hub.
  • Access Denied in the Admin Panel. Only Admins and Managers can open it. Choose Go to the Lobby to work from there.
  • "Google sign-in failed" Choose Back to login and try again, or use your email address.

See also Fix problems signing in.

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