How do I sign in to the management portal?

The Management Portal is only accessible to the admin/manager/billing roles of your company.

Initially, the admin credentials are assigned to the email of the individual who created and paid for the account. Then the individual can assign roles as a manager or billing to other team members in the company.

As soon as the admin launches an account, the admin will receive a confirmation email to create a new password. This Email/Password combination must be used to access the web portal.

Secondly, admins will need to set up workspaces for their companies. It’s generally a good idea to pick the company name, so it’s something all the team members will recognize and remember.



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