Creating an Account
Step-by-Step Guide to Creating Your Account and Joining an Organization in Wakanda Business
Ini Dickson
Last Update il y a 6 mois
To start using Wakanda Business, you need to create an account using an email address that you have access to. This ensures that you can manage your account and receive important notifications.
Steps to Create Your Account
- Sign Up
- Visit the registration page and enter your email address.
- Check your email for a signin/verification link and log in to the CRM using this link. For details on logging in or resetting your password, please refer to the help page.
- Log In
- Once you've successfully logged in, If you were invited by another user to join an organization, you will see the organization invitation at the center of the page after logging in.
- Accept Organization invitation
- Create Your Profile
- If you’re a new user without an organization invitation, you will need to create a profile.
- Set Up Your Organization
- After creating your profile, you must create an organization to operate with. Please note that every user account requires at least one organization.
Common Issues and How to Resolve Them
- Not Finding the Organization I've Been Invited To Join
- Check your email for the invitation link and ensure you’re logged into the correct account.
- Not Being Able to Create a Profile
- Ensure you have entered all required information correctly.
- If issues persist, try refreshing the page or clearing your browser cache.
- Not Being Able to Create an Organization
- Make sure your profile is complete and all necessary fields are filled.
- If you encounter errors, refer to the troubleshooting guide or reach out to support.
- Not Being Able to Log In to My Account
- Double-check your email and password for accuracy.
- If you’ve forgotten your password, use the reset link sent to your email. For further assistance, contact support.