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Update and complete your User Profile

Setting up a new user account

Updated over 7 months ago

When a new user is added by an Administrator, they will receive an email with a login link and a temporary password.

Completing registration

  1. Verify Email: Open the email and select Verify Email.

  2. Log In: Use the temporary password to log in and set up your account.

Setting up your account

  1. Access User Profile: Find your user profile in the top left corner.

  2. Complete Required Fields:

    • Company Details: Insert the Company Details or manually add contact and address details.

    • Position Type & Company Position: Add your position type and company position.

    • Personal Qualifications: Add personal qualifications (used in letter signatures).

    • Profile Photo: Add a profile photo (must be a square image and JPG file type).

    • Signature Image: Add a signature image (must be a PNG image file type with a transparent background if possible).

    • Two-Factor Authentication: Add Two-Factor Authentication for additional security (optional unless Mandatory 2FA is enabled by an Administrator).


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