After inviting a new member to the FloQast application (see Manage Team) the new member will go through an online setup page. The FloQast system will generate an invite to the new member's email after adding them on the Team Settings page. If the invite is never received by the new user, an Admin can generate a new invite from the Manage Team page.
Note: if the email is not received by the new team member, ensure that email@example.com are not going to spam.
The invitation that is sent to the user is specific to their email address, so it is important to not forward this invitation to a different user.
Once the "Click to get started" button is selected, the web page will open to set up personal information.
The information required includes the following: First and Last name, Password, two Security questions, and their respective responses (note the user needs to recall these answers if they forget their password in the future).
After finishing the responses on the setup page and clicking continue, the FloQast system will automatically request the user to authenticate their Cloud Storage credentials. Cloud Storage is an essential part of the reconciliation process, which is why that information is requested.
Any user can add a photo to personalize the application, once the account is created. The photo upload is within the user settings, in the very upper right-hand corner of the page. From there, click the "Change Avatar" button and you can import a photo.