howto
Getting Started
Your first week on CadActive: sign in, invite your team, install the Creo plugin, 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 plugin and create a Creo license token.
First-week path
CadActive provisions your organization (name, product-tier seats, module seats, expiration, and the first admin).
The admin signs in at app.cadactive.com and lands on the dashboard.
Invite your team and assign roles plus module access. See Users, roles, and invites.
Download the CadActive Creo plugin that matches your Creo datecode. See Install the CadActive Creo plugin.
Each Creo user creates a Creo license token from the dashboard so the plugin can sign in.
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 plugin 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 plugin that matches your Creo datecode is installed.
Each Creo user has a license token from the dashboard.
If you use a corporate identity provider, SSO is configured with support.
In this section
Install the CadActive Creo plugin
Sign in and join your organization
Users, roles, and invites
Understand your CadActive licenses
In this section
- Install the CadActive Creo plugin — Download the CadActive plugin that matches your Creo datecode and connect it with a Creo license token.
- Sign in and join your organization — How to sign in to CadActive, accept an invite, and join the organization CadActive created for you.
- Users, roles, and invites — What User, Collaborator, and Admin mean, and how module access is assigned when you invite people.
- Understand your CadActive licenses — How organization seats, module access, and named users work — and who does not need a paid seat.