Signing in for the first time

1. Open the invitation email, or the sign-in link your Administrator sent you.
2. Create your sign-in with the same email address your Administrator used. Caseo recognises you by that address.
3. Choose your firm. If you belong to one firm, Caseo takes you straight in.
4. You land on the Dashboard. On a phone, you land on the phone app's Today screen.

If Caseo says you're not a member

You've signed in with an address your firm hasn't added. Check you used the address your Administrator has for you (a work address rather than a personal one, for example), or ask them to add the address you used.

More than one firm

If you work with more than one firm on Caseo, after signing in you'll see Which firm are you signing into? Pick one. Each firm has its own address, and its data is kept completely separate. Use Switch (in the phone app's profile) or sign in again to change firms.

Secure your account

Go to Settings → Profile → Manage sign-in and devices to turn on 2-step verification and see which devices are signed in. We recommend every member turns it on.

Add Caseo to your phone

Open your firm's Caseo address on your phone and add it to your home screen. See The phone app.