Onboarding

Created by Emily A, Modified on Tue, 23 Sep at 7:48 PM by Emily A

Welcome aboard! Here's a quick walkthrough of the seamless onboarding process that guides you through every step, ensuring you’re set up and ready to use the platform. This flow only appears once, right after you sign up and log in for the first time.

Step 1: Log In to Your Account

Enter your email address and password, then click “Login Now” to securely access your account.

Step 2: Set Up Two-Factor Authentication (2FA)

After logging in, you’ll be prompted to set up 2FA for added security. You can either:

Skip for now if you want to complete this later.
Click here to view setup instructions and understand how 2FA works.
Skip forever if you don’t wish to set up 2FA.

Step 3: Enter Your Organization Details

Provide key details about your organization to personalize your workspace

Enter your organization’s name, address, and ZIP/postal code.
Optionally, include your organization’s website URL.
Once done, click “Continue” to proceed.

What Happens Next?

You’ll be taken directly to your dashboard, where you can start exploring and using the platform.