If a user with administrative permission in your organization has created you as a new user directly in backoffice, to enter, you will have to follow the next steps:
- Check your e-mail inbox. You have received two emails: a welcome notification and another asking you to establish a new password for the email address submitted.
- If you follow the link, it will take you to create a new password.
After you create the new password it is important to keep it where you can easily find it. We suggest you use a password manager so that your username and password are safely remembered in your preferred device.
- Then you can log in to the platform using your e-mail and password you just created.
- If you forgot your password you can click on “I forgot my credentials” and you will be asked to enter your email address, so you can go back to step 1 and restore your password if needed.
- Once you are successfully logged in, you can check the “My Account” section in the lower left part of the platform (the purple icon). Please note that you are in the company scope.
- In this section, you will find your personal information, such as full name, email address, user name, unique identifier, the option to set a new password, and the option to set up a different preferred language. It is important to choose your language correctly because all the email notifications will arrive in this language.
- In this section, there is also information about the associated company your user is linked to and the type of permissions you have, this means which roles are assigned to you.
Please check that you have the correct roles and permission assigned, to perform correctly in the platform. This roles are given by the owner or administrative user who manages the platform inside your organization.
- If everything is in order, now you are ready to start using the platform!
