Once you have logged into your account using the credentials shared in the welcome email, you can now set up your account to include your preferred name, contact information, signature, and licenses that you have obtained. Everything you enter into your account profile will automatically populate into your reports.
The below video will walk you through setting up your user profile and how to change your password; you may also view our Step by Step Guide below the video.
Step-by-Step Guide to Set up Your Account
Step 1: Access your Account Profile
Select your name in the top right corner, followed by Account.
Step 2: Update Contact Information
All contact information fields are editable. Select the field you wish to edit and make all necessary changes.
Step 3: Add your Signature
Select the signature box and upload a digital copy of your signature. This signature will be added to all of your reports created in Valcre.
Step 4: Add your Licenses
Select Add License to add all your applicable licenses. You can delete or update your license information at any time by selecting Delete or selecting the field you wish to update.
Step 5: Change your Password
Reset your password upon your initial login by selecting Security from the top tabs in your profile and selecting Reset Your Password. Enter and reenter your new password and select Confirm password.
PASSWORD GUIDELINES & SUGGESTIONS
Step 6: Enable 2FA - Two Factor Authentication
Two-Factor Authentication is an added layer of security to ensure that someone cannot access your account, even if they have your password.
|To use 2FA you must download and install Auth0 Guardian App onto your mobile device.
Set up 2FA by selecting Security from the top tabs in your profile and selecting Enable Two-Factor Authentication. Follow the onscreen prompts.
Step 7: Select your Preferred Notifications
At any time, select or deselect what actions you would like to be notified about, as well as, how you would like to be notified.
Step 8: Save all changes
Select SAVE at the top of the account page before you navigate to another section of the application.
To exit the Account Profile section, select anywhere on the left side menu.