How New Users Set Up Their CaseScribe Account
If you’ve been added as a new user in CaseScribe, you’ll need to complete a quick setup process before you can start using the platform.
This setup includes creating your password and enabling two-factor authentication (2FA) for security.
Step 1: Accept Your Invitation
You will receive an invitation email from CaseScribe
Click the invitation link in the email
This will take you to the account setup page.
Step 2: Create Your Password
Enter and confirm your password
Save your credentials securely
Once your password is set, you can proceed to log in.
Step 3: Set Up Two-Factor Authentication (2FA)
CaseScribe requires 2FA as an added layer of security.
Choose Your Authentication Method
Option 1:
Download the Auth0 Guardian app on your phone (recommended).
Option 2:
Use an existing authenticator app or password manager, such as:
Google Authenticator
Duo
1Password
Microsoft Authenticator
Select “I’d rather use my authenticator app” during setup.
Connect the Authenticator
During login, CaseScribe will display a QR code
Open your authenticator app
Scan the QR code
The app will generate a 6-digit verification code
Step 4: Complete Login
Enter the 6-digit code from your authenticator app
Continue logging in
You will be required to enter a new code each time you log in.
How Guest Users Set Up Their CaseScribe Account
Guest users follow a slightly simpler setup process.
Steps for Guest Users
You will receive an invitation email from CaseScribe
Click the invitation link in the email
Create and confirm your password
Save your credentials securely
After this:
A one-time passcode (OTP) will be sent to your email
Enter the OTP to complete the setup
Once completed, your login will be ready to use.
Security is essential. We use multi-factor authentication to secure your CaseScribe account. Watch the video below to explain how to select an authenticator and get logged into CaseScribe.