# Profile, Company and User Management

# Create a New Account

1. On the Phoeniqs Portal Welcome page, on the lower left corner of the screen, click Sign in.
2. In the fields provided, enter the appropriate information and click Sign up. A pop-up will tell you that an email with instructions to verify your email address has been sent to your email address.
3. Check the inbox for the email you provided.
4. Click the link in the email provided, to verify your account and log in.

# Create a Company

1. On the top left part of the screen, click Create company.
2. In the Company name field, type the company name.
3. In the remaining fields, enter required information.
4. Click Save. You will see a pop-up that tells you that you will be logged out and have to log back in.
5. Log back in with the ID you would like to log in for.

Once a company is created, it will be shown in the navigation bar on the left hand side.

# Sign In to An Existing Account

1. On the Phoeniqs Portal Welcome page, on the lower left corner of the screen, click Sign in.
2. To log in, either:
   • In the Email and Password fields, enter the appropriate information and click Sign In.
   • Select an automatic logon option, and complete the process to log in.

Click Remember me if this is a computer that is secure, and one that you may use often.

# Edit a Profile

1. Log in for an account.
2. Click Settings on the left nav. The Profile tab will be displayed.
3. Edit information for any field that needs correction.
4. Click Save.

# Update Company Information

1. Log in.
2. Click Settings on the left nav.
3. Select the Company tab.
4. Click Edit.
5. Edit information for any field that needs correction.
6. Click Save.

Company information can be updated or changed at any time. You can also add additional companies to your profile, by either selecting the company dorpdown on the left hand side, or using the button on the upper right corner.

# Add Users to a Company

1. Log in.
2. Click Settings on the left nav.
3. Select the Users tab.
4. Click Invite user.
5. In the Company name, First name, Last name, and Email fields, enter the appropriate information.
6. In the Role section, select roles for this user (more than one is possible). Once the invitation was successful, a summary of the invited user is provided and the new user receives an invitation email.

The new user now needs to create an Account. Afterwards the portal and respective products and applications will be accessible