Completing your account setup (first sign-in)

The quick first-time checklist: sign in, secure your account, and fill in your profile.

Your first sign-in is also your first chance to make the account secure and personalized. This takes a couple of minutes and covers the essentials.

Follow these steps:

1. Sign in with the email and temporary password from your invitation.

2. Set up 2FA when prompted (or profile > Security) — scan the QR code with an authenticator app and verify the code. Save the backup codes.

3. Fill in your profile — name, display name, phone, and photo (profile page).

4. Install work tools — the Desktop Agent and browser extension, if your organization uses them.

5. Clock in when your shift starts (see How to clock in and clock out).

6. Ask questions with the AI Assistant if you need a policy answer — it answers only from your organization's documents.