Verifying your Softools Account and Creating a Password

A User account will be created by your system administrator. When they create your account it will generate a verification email that you will receive from no-reply@softools.net

Note: Should you fail to receive a system generated email in your inbox then it may be that it has been sent to a spam folder. It is also worth checking with your system administrator that there are no company level blocks on receiving emails from Softools.

It is recommended that you copy and paste the verification link into an approved browser where you can then proceed to set your username and password. (see the list of approved browsers here)

Filling In The Invite Form

Your system administrator may have already filled in some of the account details for you.

• Email Address*: Each account will need a unique email account assigned to their account. This will be used to send any emails generated by the platform including notifications of exports, or email workflow alerts sent out when Records require attention. If pre-populated, DO NOT change the email address as this must match the one your system administrator has set to verify your account.
• Username*: The Username must be unique as this will be used to log in to the site. It must contain only lowercase letters and numbers, starting with a letter and also be at least three characters long. Once set the username cannot be changed.
• Create Password*: Set a secure password that you will need to remember once you have signed up to log in to your portal
• First Name* & Last Name*: The first and last name on the account will be used when the Account appears in Person selection Fields and will also be used to personalise the experience for the user. Each name must be a minimum of two characters.
• Company: This is not a mandatory field and can be used to help admin separate and sort users faster and more efficiently when going through the user list.
• Mobile Number: Presently data capture only.
• Registration Code: This will be pre filled out when verify your account as you have been invited to the site.

Once you have filled in the verification form, click on the 'SIGN UP >' link to complete registration

Successful Verification

If you have been successful in verifying your user account then you will progress through to site synchronisation which will then take you through to your site homepage.

Variation Of User Properties

Some properties may not appear in your registration form. The following User Properties are at the discretion of your Site Administrator.

• Usernames give a friendly option to log in with however it can be easier for User Management to force login through email address. In particular this forces login to be 
• Company is less relevant if your Softools Portal is exclusively in-house and so all Users will have the same value in this Field.
• Phone Number is not currently used in platform notification features so is only for optional data capture. This could change as the future Roadmap develops but is not a short term consideration.

Troubleshooting

Should you fail to receive a system generated email in your inbox then it may be that it has been sent to a spam folder. It is also worth checking with your system administrator that there are no company level blocks on receiving emails from Softools.

If you have not verified your account after a certain amount of time then the verification will expire and you will need to contact your site administrator and ask them to resend the verification request.

DO NOT change the email address that is pre-populated on the form.

DO NOT change the registration code which will be pre-populated when you open the form.

A Username may already be taken. If you believe all other information in the Sign-Up Form is accurate then attempt a new username to check for uniqueness. For example, 'johndoe' is more likely to be unique than 'john'.