All Collections
Account Setup
Account Setup
1. Configuring your account: Checklist
1. Configuring your account: Checklist

First steps to setup your account

Lucas Flobecker avatar
Written by Lucas Flobecker
Updated over a week ago

Configuring your account effectively enhances both the security and functionality of your experience within our platform. This article guides you through the process of adding a profile picture, integrating essential apps, and setting up two-factor authentication (2FA). By following these steps, you can personalize your account, streamline your workflow, and fortify your account's security.

Adding a Profile Picture: A profile picture adds a personal touch to your account and fosters a sense of community. To set up your profile picture, follow these steps:

  • Log in to your account and navigate to the Account settings > Profile settings.

  • Locate the "Profile Picture" section and click on it.

  • Choose an image from your device and upload it or simply drag and drop a picture.

    (Insert video on how to add a profile picture)

Integrating Necessary Apps: Integrating apps can significantly enhance your platform experience by connecting relevant tools and features. Here's how to integrate apps:

  • Explore the app integration section the tab "Apps" that you can find at the bottom of the left hand menu.

  • Browse the list of available apps or search for specific ones.

  • Select the app(s) that align with your workflow needs.

  • Follow the prompts to authorize the integration and set any required configurations.

  • Once integrated, enjoy the seamless flow of data and functionality between the platform and the apps.

(Insert video of how to download and integrate an app)

Setting Up Two-Factor Authentication (2FA): Security is paramount, and two-factor authentication adds an extra layer of protection to your account. Here's how to enable 2FA:

  • Access your account settings and locate the "Security" or "Login Protection" section.

  • Choose the option to enable two-factor authentication.

  • Depending on the method you prefer, select either SMS, email, authenticator app, or hardware token.

  • Follow the setup instructions to link the chosen method with your account.

  • Test the 2FA setup to ensure everything works correctly.

    (insert video of how to activate 2FA)

Did this answer your question?