Getting started with Cascade begins with a simple first step: your welcome email!
First Login with a Trial Sign up
When you sign-up for the first time with us, it'll ask you to provide a few details like your name, job title, phone number, organization name and size, and the workspace region to create an account in Cascade.
You can then create your workspace in Cascade, and will be given a free trial of 14 days to enjoy all the paid tier benefits, post which, you'll be moved to the Free tier plan. Give your workspace a name and choose the workspace region from the list. This will be the region where the data of your workspace will be stored. By default, you'll be the Admin of the new workspace that you create. You can then go ahead and invite your team members to your new workspace.
First Login with an Invitation
You'll be invited to the workspace by an Admin, and you'll see the invitation in your email.
Click Accept invite in your mail. You'll see the "you've been invited" modal, click Continue.
- You will need to create in the password, and click Continue to log into the workspace, where you'll be prompted to enter your name and the job title.
- Please do not use your social logins at this step, i.e., do not click Continue with Google/Microsoft/LinkedIn when you're accepting the invite to join the workspace.
- If SSO is enabled in your workspace, you'll be directed to use your familiar internal login credentials. Visit our comprehensive guide on your First login with SSO here.
- If MFA is enabled workspace: you'll see a QR code. In this case, you need to install the Authenticator app, scan the QR code, and enter the OTP for authenticating you. See Multi-Factor Authentication for details.
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If you already have an account with us, then you'll be added directly to the new workspace without having to authenticate again. This is because we've linked your accounts and mapped them across so as to bring down the noise and clutter during login or sign-up. However, during subsequent logins, you'll be asked to choose the workspace you want to work on.
FAQ's
What happens if the user misses the invite or the invite is expired?
Invites expire after 30 days. An Admin will need to access the 'User' section, click Resend Invite from the three dots against their name, and a mail will be triggered to the user.
How do I change my password?
From your Profile Picture/Initials, click My Settings. Now, click Change Password. You'll receive a mail to reset your password. Click Reset Password, and complete the next steps. Your password will be changed successfully. Remember that, if you've logged in from Google or LinkedIn accounts, then you'll not be able to change the password from Cascade. See How to reset or change your password for details.
Can I create my own workspace?
Yes but you can only have one workspace associated to your email. If you have multiple workspaces attached to you, then please react out to us so that we can disable those.
Can I change my workspace region?
Please reach out to us if you wish to move your region. But remember that, your data will not be migrated to the new region.
How to rename my workspace?
Please reach out to us to rename or update your workspace name.
Can I enable SSO authentication?
Yes, SSO authentication is enabled via assisted setup only. Please reach out to the Account Executive or the Customer Success Manager for further details.
Does the platform support two factor authentication (2FA or MFA)?
Yes. Admins can enable MFA or 2FA in the workspace, and once enabled, it'll be active for all users in that workspace. See Multi-Factor Authentication for details.