This article applies to: All Client Users
When your professional services firm invites you to their portal, you'll receive an email with a temporary link to register your account. This link is tied to your email address, so do not share or forward the email.
Simply click the button in the email to register, and follow the instructions on the screen to set up your account:
You can choose to set up your account using Single Sign-On (SSO) with your Microsoft or Google account, or by creating a password for the account.
The use of SSO is not required, and will sometimes require your IT department to authorize access. If you encounter any problems with SSO, please contact your IT administrator.
Once you've successfully registered, you'll receive a welcome email.
The Welcome Email contains a link to Log In to your professional service firm's portal (e.g. example.auditdashboard.com).
At the login screen, use the right side ("Other User Log In") to log into your account: