When a new user is added by an Administrator, users will receive an email with a login link and temporary password.
Complete the registration by opening the email and selecting Verify Email. Once logged in you will need to set up your account.
To set up your account and update your user details, find your user profile in the top left corner:
Complete the following required fields:
- Insert the Company Details or manually add contact and address details
- Add a Position type & Company position
- Add personal qualifications (used in letter signature)
- Add a profile photo (must be a square image and JPG file type)
- Add a signature image (must be a PNG image file type with transparent background if possible)
- Add Two Factor Authentication for additional security (Optional unless Mandatory 2FA is enabled by an Administrator)
View this instruction video to learn how to edit your profile and add a signature image:
If you are unable to access the required apps or links, a licence may not have been assigned as yet. Users with Admin permissions can add these. Here's how to add or change which plans users have access to.