Account Setup Guide
This page walks a new user through the initial secure setup of their personal account and profile.
| Step | Action | Description |
|---|---|---|
| 1. Invitation & Activation | Accept Invitation | Click the link in your welcome email. This will take you to a secure page to set your initial password. |
| 2. Set Credentials | Create Secure Password | Establish a unique, strong password (min. 8 characters, mix of cases/numbers/symbols) and set up any required two-factor authentication (2FA). |
| 3. Profile Configuration | Complete Profile Fields | Fill in mandatory fields: full name, job title, and primary contact number. Upload a professional profile photo if required by your company. |
| 4. Localization Settings | Set Time Zone & Language | Define your local time zone to ensure all scheduled work orders and calendar events display accurately according to your location. Select your preferred system language. |
| 5. Final Review | Log In to Dashboard | Review and save your settings. Log into the system using your new credentials to access the main platform dashboard. |