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02. Creating an account

Objective

To guide users on creating an account.

Key Steps

  1. Visit the sign-in page.
  2. Click on "Create an Account" in the upper right-hand corner.
  3. Enter your work email and create a password.
  4. Confirm the password and fill in your first name, last name and job title.
  5. Click on "Create Account."
  6. Check your email for a confirmation message and click on the activation link.
  7. Log in using the email address and password you set up.

Cautionary Notes

  • Ensure the email address provided is correct to receive the activation link.
  • Keep the password secure and easy to remember.
  • Double-check all information entered before creating the account.

Tips for Efficiency

  • Use a professional email address for work-related accounts.
  • Remember to fill in the job title for better communication targeting.
  • Save the login details securely for future access.

Link to Loom

https://www.loom.com/share/1aa9a104368d49338a81892df33e612a

Support

For additional help, please email support@servistarconsulting.com or book a 30-minute help call.

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