Tenant Admin creates your username and send the invite to your email ID.

1. Open the email in your mailbox and click the ACCEPT INVITE button.
2. Set your password and click the Save button.

   • Use passwords of at least eight characters or more.
   • Use a combination of at least one of each - uppercase letters, lowercase letters, numbers, and special characters.

3. Enter the username and password and click the LOG IN button.

App Summary

After logging in, App Summary page is displayed with all the existing Apps.
Accept the privacy policy and click on Continue button.
Create your own App or click on an existing App if you would like to modify it.

Accepting privacy policy is a a one-time activity and it appears for first-time users.

Root Admin can enable or disable the user consent.

Profile Management

View / Edit Profile

You can modify your profile as required. To view/edit profile, do the following:

1. Click the Username at top right corner of the page.
2. Click the View/Edit Profile option.
3. On the Profile Information page, the following modifications can be done:

Change Profile Picture

To change personal or organization profile picture, do the following in View/Edit Profile tab of Profile Information page:

1. Click the icon in the bottom right corner of the profile picture.
2. In the Upload profile photo window, click the Browse option to choose the picture from the system or drag and drop the required image.
3. Once upload is completed, click the SAVE button.

Update Profile Information

You can change the Name, Address, Email, Phone Number and timezone on the Profile Information page.

1. Click the icon.
2. Do the required changes.
3. Click the SAVE button.

Once the timezone is changed, all date fields in Presentation, Forms, Task execution/design will be reflected according to the new time zone.

The task executed during IST 10 AM would be reflected as 4.30 AM to the user working in the UTC time zone.

Change Password

To change password, click the Change Password tab on Profile Information page:

1. Enter your Current Password.
2. Enter your New Password.
3. Confirm your new password.
4. Click the SAVE button.

Password must be different from the last four passwords used earlier.