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Setting Up Your Account

This guide walks you through configuring your profile properly so that your personal information, organization profile, and security settings are complete.

Profile Information​

To set up your profile information:

  1. Log into your account and navigate to My Settings in the upper-right corner.
  2. Go to the Manage Account menu and select the Personal Information section.
  3. Fill in your details such as First & Last Name, Phone Number, and any other required fields.
  4. Click Save to update your profile.
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These details are included in various generated reports like Attestation of Compliance.

Organization Information​

  1. From the same menu, choose Manage Organization.
  2. Fill in the organization details including Company Name, Address, and any other relevant information.
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These organization details are pulled into attestation reports and other documents that reference company metadata.

Security Settings​

Security is enabled by default at login, but we strongly recommend enabling at least one 2FA method to secure your account.

Go to Account Security - Configure 2FA to learn how to set up Two-Factor Authentication (2FA) and manage your security settings.