CadActiveSupport

howto

Getting Started

Your first week on CadActive: sign in, invite your team, download and install the Creo client, and connect Creo to your organization.

CadActive creates your organization for you. After that, an organization admin (usually the owner) signs in and walks through the first-week path below. You do not create the organization yourself, and you do not buy extra seats from inside the product — ask CadActive if you need more seats.

Who should do this

Organization admins see the Organization area in the web app and the Manage Users card on the dashboard. Everyone in the organization can download the Creo client and create a Creo license token.

First-week path

  1. CadActive provisions your organization (name, product-tier seats, module seats, expiration, and the first admin).

  2. The admin signs in at app.cadactive.com and lands on the dashboard.

  3. Invite your team and assign roles plus module access. See Users, roles, and invites.

  4. Download the Creo client that matches your Creo datecode from the dashboard Download Plugin card (or Organization → Client Downloads).

  5. Install the Creo client on each Creo workstation.

  6. Each Creo user creates a Creo license token from the dashboard so the client can sign in.

  7. Optional: turn on single sign-on. See Set up single sign-on under Organization Management.

Dashboard cards

Card

Who sees it

What it does

Manage Users

Admin or organization owner

Opens Organization → Users

Download Plugin

Anyone signed in

Opens Client Downloads for your Creo version

Creo License Token

Anyone signed in

Creates a session token the Creo client uses to authenticate

Questions?

Anyone

Opens CadActive support

When you are done

  • At least one admin can sign in.

  • Engineers have invites (or accepted memberships) with the right modules.

  • The Creo client that matches your Creo datecode is downloaded and installed.

  • Each Creo user has a license token from the dashboard.

  • If you use a corporate identity provider, SSO is configured with support.

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