Where do I start?

Creating an account

Steps

1. Go to the register page
   1. 
   2. Alternatively, you can go to the Troverlo webportal sign in page - and click on  the "Create An Account" button, which will take you to the above page.
2. Please fill out all the fields, as they are required and click "Continue."
   1. Note: the name and email entered should be for the account owner.
      1. This is the point of contact for your company.
      2. It can be changed later if/when needed.
      3. 
   2. KEY: Additional users are invited; this process only has to be done once to create an account in the Troverlo platform.
      1. Users of the Troverlo portal can be added and permissions assigned after the Account is activated. See "Next steps on the Complete Account panel" at the bottom of this document for more information on adding users for your company.
3. Check your inbox (or junk) to look for an email from Troverlo.

Validating the email for the Account Owner

Steps

1. Look for an onboarding email w the title "Troverlo account activation, email validation and password creation."
2. This an example of what you will see when you open the email.
3. Copy the Temporary password - ensure no leading or training spaces
4. Click on "Confirm address" button
5. You will see this screen
   1. 
6. Next it will take you to the Sign in page.
7. This is where you will create your credentials to access the Troverlo portal.

Creating your credentials

1. Now enter your username and temporary password from the onboarding email.
   1. 
2. Click the "Sign in" button, it will take you to this page where you can create your password.
   1. 
   2. Password creation rules:
      1. Passwords must have at least one digit ('0'-'9').
      2. Passwords must have at least one uppercase ('A'-'Z').
      3. Passwords must have at least one non-alphanumeric character.
      4. Passwords must be at least 8 characters.
   3. Please review and then accept the "Terms of Service" by checking the box
      1. 
   4. Then click "Submit" to associate your chosen password with your username (your email).
      1. 
   5. Now click the "Back to login" button.
   6. After this, the temporary password in the onboarding email will now no longer be active.

Company Profile

Activate your Troverlo Account

Steps

1. Please login using your new credentials to enter the Troverlo portal.

2. Navigation

   1. Complete account

   2. 

3. Click on the Complete Profile button

4. This will take you to the Account page to complete your account setup.

   1. 

5. Please fill in all the required fields and ensure the data is accurate as this helps with support, inquiries, and billing questions so we can respond quickly.

HINTS:

1. Account Type.
   1. Please select the correct type that represents your account
   2. 
2. Billing contact 
   1. 
   2. You can select the check box under your account number and it will automatically fill in this section with the same information as used for the Account Owner
   3. 
3. Billing address
   1. 
   2. You can select the check box and automatically fill in this section with the same information as used for the Account Owner

Finally, select the Save button at the top right.

Next steps on the Complete Account panel

1. Click on Add Members - please see User Management for more details
2. If using Autonomo, you are ready to install - see Autonomo Overview for install details. 
   
3. Click on Add Assets - if using Add-on Tags, please see Asset Management for more details

4. When you refresh your browser (or next time you sign in), you will now see the full navigation panel and your Troverlo account is fully activated.