New User Account Setup process

Upon creating your user account, you'll receive your username and a temporary password through email. Access your portal via the provided URL using these credentials.

Upon successful login, you'll encounter the following steps:

1. Terms of Services (TOS):

   - Read and agree to the terms by checking the "I Agree to the terms of service" checkbox and proceed by clicking "Next."

2. Password Settings:

   - Navigate to the Password Settings tab to change your password. Enter the temporary password received during account creation, then enter your desired new password.

   - Re-enter the new password for confirmation and click "Save Password" to set it for future logins.

3. Time and Language Settings:

   - Select your preferred TimeZone, Date Format, and Language. Click "Finish" to confirm.

   This TimeZone will be used for scheduling activities within the portal.

   You can modify TimeZone and Language later via your User profile page.

After completing these settings, you'll be redirected to the Welcome page. Click on "Let’s Go" at the top right corner to access the Self-serve modal.

Here, update your profile details, such as adding a profile image, activating social media accounts, etc., under the User Profile section. Additionally, enable 'Email Notifications' to receive updates about activities in your account.

• Related Articles

• How do I configure the Install login page?

  Introduction: The login portal is more than just an entry point – it's the first impression users have of your digital platform. As a Super Admin, you hold the key to crafting a seamless and personalized experience. This expert guide is designed ...

• How do I configure the Install login page?

  Introduction: The login portal is more than just an entry point – it's the first impression users have of your digital platform. As a Super Admin, you hold the key to crafting a seamless and personalized experience. This expert guide is designed ...

• How do I login to my account for the first time?

  The first time you log-in, no matter what URL or install, you will come to a similar log-in screen. Unless using SSO, no matter your type of User, you'll need to click Forgot Password to reset your password. Logging In Go to your portal, or install, ...

• How do I enable user registration by domain?

  Feature: This feature adds a “Register” button on the login page, where new partner users can self register and login automatically into the partner portal. Prerequisite: All Organizations need to be set up under the primary company with the ...

• How do I complete a phased setup process and what should I expect?

  We specialize in helping our clients achieve their goals by offering integrations for numerous CRMs and third party applications. Sometimes, we know this customization can take more time so we offer options for our clients to complete an accelerated ...