Getting started

Accounts, sign-in, invitations and first setup

6 guides

How to request or create a Caseta account, confirm your email address and reach your dashboard for the first time.

How to sign in to Caseta with a password, passkey or two-step code, reach the right page afterwards, and sign out safely.

How to request a Caseta password-reset link and choose a new password, including what to do when the link does not arrive.

How to join an agency in Caseta from an invitation link, whether you already have an account or need a new one.

How to name your agency, choose its Caseta web address, add a logo and manage the organisation profile.

A practical setup path for a new agency: branding, website, listings, enquiries, team, AI and integrations.