After inviting a new user to the FloQast application (see Manage Team) the new user will go through an online setup page. The FloQast system will generate an invite to the new user's email after inviting them from the Users tab within Admin Settings. If the invite is never received by the new user, an Admin can generate a new invite from the Users tab.
Note: if the email is not received by the new user, ensure that emails from notifications@floqastsupport.com are not going to spam.
The invitation sent to the user is unique to their email address, so it is important not to forward this invitation to a different user.
Once the "Click to get started" button is selected, a web page will open for the user to set up their account. They will need to provide some information, including: First and Last name, Password, and two Security questions/answers (NOTE: the user will need to recall these answers if they forget their password in the future). These Security questions cannot be reset once submitted.
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.
Once the account is created, the user can upload a profile image to personalize their account. The photo upload is within the user settings. Click to edit the avatar and you can import a photo.