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1. Register, Sign In & Accept

Register & Enable 2FA Security​

Signing in will Create your Account and Register you in your SwitchBase organization. Once authenticated with 2FA, simply Accept and Open your organization to safely start using SwitchBase.

Create your Account​

  1. Head to switchbase.com → and click Sign In

    Sign In

  2. Enter your email address → then click Continue

    Email

  3. Open your verification email → and copy your Verification Code

    • If the email doesn't appear in your Inbox, check your Spam folder

    verify

  4. Enter the code → and pick Continue

    Enter Code

  5. Enter your password twice → click the terms → then pick Continue

    Password

Enable SwitchBase 2FA​

2FA protects your Records by verifying your identity in two ways → with your password, and another method, such as a temporary 6-digit SwitchBase code sent to your phone.

info

To authenticate with the SwitchBase standard 2FA:

  1. Enter your phone number → and pick Request Code

    2fa

  2. Collect the 6-digit security code from your messages → ex. 747909

    code

  3. Enter your Code → and tap Continue

    Verify

Accept & Open your Organizations​

Accepting and Entering your Organization(s) is a quick three-step process:

  1. Locate your Pending Invitations
  2. Accept your Invitations
  3. Enter your Organizations

1. Locate your Pending Invitations​

To find new Pending Invitations:

  1. Click the down chevron (⌄) in your Organization Switcher

  2. Pick Manage Organizations at the bottom of the list

    • Note: A number indicates how many Pending Invitations await you → ex. 1

    Manage

2. Accept your Invitations​

  1. Select Accept → found to the right of any Pending Invitation

    alt text

3. Enter your Organizations​

  1. Click Enter to open any Organization and get started

    Enter Dashboard

in Mobile
  • After you Accept a new invitation, press Refresh
  • Click any Name > to open an Organization → ex. Thunderhawk Arena
  • For a deeper dive into Mobile → visit Register, Sign In & Accept in our Mobile App article

mobile org pick

Ignore Organizations​

To review the above, if you see a number in the Manage Organizations notification, it means you have Pending Invitations to Accept.

To Ignore new invitations:

  1. Click Manage Organizations

    notify

  2. Select Ignore

    Accept ignore

Bring Organizations back
  • Simply Undo any Ignored Invitation to recover the Organization

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Managed Accounts for Shared Device Login​

If your team uses open, shared devices like computers or tablets, a Managed Account with a device-specific login is the perfect solution.

Key Benefits​

  • No Individual Logins → Users bypass unique credentials for faster access
  • Open Access → any authorized team member can quickly use the device
  • Group-Based Security → Admins control data access via Group Permissions

Shared Computer and EMTs

Set Up Managed Accounts & Devices​

To configure and use shared devices:

Learn to Set It Up Managed Accounts & Devices​

For step-by-step instructions on creating sign-in credentials for your Managed Devices, visit the Add Managed, Shared Device Accounts section within our Organization settings article. And, to log into a Shared Device with a Managed Account crededentials, visit

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Troubleshooting Tips​

Troubleshoot 2FA Codes on Older Android Phones​

Older Android phones
  • Some older, low-memory Android phones can struggle with 2FA codes
    • Essentially, they close screens to save memory and won't let you pass the 2FA code properly
  • Here's a fix!

If you are having trouble entering a 2FA code to your phone, try this trick:

  1. Sign into SwitchBase Web on your computer → and click Account Settings located at the bottom of your left-side Navigation Panel

    Account settings

  2. Click the Security tab

  3. Enter your Password

  4. Click ✓ Verify → so we know it's really you!

  5. Click the Generate Access Code button

    Tab and Verify

  6. Make note of your new Access Code

    Code

  7. Go to the initial Sign In page on your phone → and click Sign in with access code or Use Access Code depending on the screen you see

    CodeUse a code

  8. Enter your credentials → along with the SwitchBase Web generated Access Code → and then click Sign In with Code

    credentials

Code didn't take?

  • If the Code doesn't take straight away, perhaps too much time has passed, so try it again:

    • Click Generate New Code in SwitchBase Web
    • Enter the new Access Code from your phone

    new code

Did your Email go to Spam?​

While infrequent, your Email Verification Code may end up in the Spam folder.

It's not ideal, but here is a simple fix:

  1. Open your Spam folder → and look for your SwitchBase Verification Email

    Spam

  2. Open your email → and copy the 6-digit Code

  3. Click the Report not spam option if available → which may help sort things in future

    Copy not spam

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Identity Provider (IdP) FAQ​

You can access SwitchBase using the credentials provided by your organization. We support two primary methods of secure authentication:

  • Standard Sign-In: Uses your email and a unique SwitchBase password, protected by our built-in SMS Two-Factor Authentication (2FA).
  • Single Sign-On (SSO): Uses your company’s existing login system via OIDC or SAML protocols.

Can I "Sign in with Google"?​

The short answer: Yes, if your company uses Google Workspace.

SwitchBase does not offer a "consumer-grade" Google login (like a social media site). Instead, we support Google as a professional Identity Provider. If your organization manages employee accounts through Google, you will use those credentials to access SwitchBase via OIDC or SAML. It is a subtle but important difference that ensures your data remains under corporate security control.

Google

What are OIDC and SAML?​

These are industry-standard "languages" that allow different software systems to talk to each other securely.

  • OIDC (OpenID Connect): A modern framework used by many identity providers to verify exactly who you are.
  • SAML (Security Assertion Markup Language): A secure, XML-based standard typically used by large enterprises to provide a "Master Key" login for all company apps.

Do I need to set up 2FA?​

  • For Standard Accounts: Yes. To keep your data safe, SwitchBase requires SMS-based 2FA at sign-in.
  • For SSO Accounts: If you sign in through your company’s provider (like Okta, Microsoft, or Google), your organization’s specific security rules and 2FA settings will apply instead.

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We're Happy to Help!​

Contact your SwitchBase Account Representative if issues persist.

customer support

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