General
How do I get started as a new user?
1. Account Setup – Your admin will create your account. 2. Email Invitation – You’ll receive an email with a one-time password (OTP). 3. First Sign-In – Use the OTP to sign in and create a permanent password. 4. Enable MFA – Set up multi-factor ...
How to best report an issue?
To help our team quickly understand and resolve your issue, please include following details on the ticket creation page: 1. Feature: Select from the dropdown menu on the ticket creation page. 2. Priority: Select from the dropdown menu on ticket ...
How do I sign out?
You can sign out by clicking the "Sign Out" option in the Profile section. This will return you to the sign-in page.
How do I configure client settings?
Client settings allow you to manage client data, including required fields, display options, and matching criteria. To access Client settings, click on the gear icon on the top right, then choose “Clients” to access client settings For the list of ...
Why can’t I change my email address in my profile?
The email address is used for creating an account and signing in. For security reasons, users cannot change their email address. If you need to update your email, please contact your organization’s administrator.
How do I update my profile information?
You can manage your profile settings, including personal information, contact details, and notification preferences, in the Profile section of Settings. 1. Click on the name in the top-right corner to open the dropdown menu, then select User Profile. ...
What if I forget my password?
In case of a forgotten password, you can reset it by sending a one-time password to your email or phone. 1. Click on "Forgot Password." 2. Enter the email to reset the password. 3. Receive verification code. 4. Input the verification code and the new ...
How do I sign in?
If you have an existing account, you can sign in using your email address and password. If you do not have an account, you'll need to contact your organization's administrator to create one for you.