After inviting a new member to the FloQast application (see Team Settings) 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 Team Settings page.
Note: if the email is not received by the new team member, ensure that firstname.lastname@example.org 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 have this invitation forwarded to a different user.
Once the "Sign Up" green button is selected, the web page open to setup 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) and a photo can be uploaded to personalize the application.
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. The Cloud Storage is an essential part of the reconciliation process, which is why that information is requested.