If you already have a CaseScribe account and are invited to join a second organization, the setup process is slightly different from a brand-new user invitation.
Inviting a New User vs. an Existing User
New User Invitation
If the email address has never been used in CaseScribe before:
The user creates a new password
The user sets up 2FA using:
A third-party authenticator app, or
A 6-digit code sent to email (applicable to guest users only)
The user completes account setup normally
Existing User Invitation (Second Organization)
If the email address already belongs to an existing CaseScribe account:
The user should not create a new password
The user must log in using their existing credentials
This is the most common point of confusion during multi-organization onboarding.
How Existing Users Should Accept a Second Organization Invitation
Step 1: Open the Invitation Email
Open the invitation email from CaseScribe
Click "Accept Invitation"
Step 2: Use Your Existing Password
Enter the same email and password you already use for CaseScribe
Complete login normally
Step 3: Click “Log In”
If you already have a CaseScribe account:
Click the “Log In” button
Do not attempt to create a new password
Do not click the “Continue” button
Then enter 6-digit code sent to your email or from the third-party authenticator app
After clicking the "Log in" button, the second organization will automatically be added to your account.
Step 4: Enter Your Credentials Again
After you have been added to the second organization:
Enter your credentials again and click Log In
You will be directed to your second organization
If you sign out and log back in later:
Use the same credentials as before
An organization picker will appear, allowing you to choose which organization you want to access
Switching Between Organizations
Once access is accepted:
You can switch organizations using the organization switcher under your profile button in the sidebar
No separate account is required
Your permissions may be different in each organization.
For example:
End User in one organization
Guest User in another organization or multiple organizations
Common Issue: Invitation Error for Existing Users
Existing users may receive an error if they accidentally click “Continue” to try creating a new account instead of logging in.
How to Avoid This
If you already have a CaseScribe account:
✅ Click “Log In”
✅ Use your existing password
Do not attempt to:
❌ Create a new password
❌ Click the “Continue” button
Related Article
Read the related article to learn more about how multi-organization access and guest permissions work.