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💡 How do I access Casebase? (First-Time Sign-In)

THERE ARE TWO WAYS TO GET ACCESS.

Casebase is always linked to an organization profile. This means your organization's admin decides who gets access to Casebase and its content.

 

Option A: Registering via Invitation from Your Admin

Your admin invites you to a specific workspace and assigns you a role (Visitor, Member, or Moderator).

Steps:

  1. 📧 You receive an invitation email.

  2. 🔗 Click the registration link.

  3. 📅 You have two options:

    • A1: Fill in your personal details (first name, last name, position, email, password), complete the registration via the confirmation link, then sign in with email & password.

    • A2: If your company uses SSO, you can register and sign in directly via Microsoft using the SSO button.

 

Option B: Direct SSO Access (No Invitation Required)

If your organization has set up SSO and granted you access in Microsoft Entra ID, you don’t need an invitation to register.

Steps:

  1. 🌐 Go to your organization's login URL (e.g., yourcompany.casebase.ai).

  2. 🔐 Click Sign in with Microsoft.

  3. ✅ Log in with your work account.

💡 Note: You will automatically be assigned the Visitor role unless another role has been defined for you in Entra ID. Your role can be adjusted later by an admin or workspace moderator.