User - Signup, Login, Profile
- Swati Raigaga (Unlicensed)
Table of Contents
Introduction
In this section we will describe the following flows:
User Sign up - Steps to create an account
User Login - Steps to login to the application
Forgot Password - Steps to recover account in case user forgets password
User Profile management - View/Edit user details. This section discusses managing the logged in user’s own profile. For user profile management of other users at an admin level visit this page.
Connect to a Company - Steps to send a request to connect to a company. For steps to approve a request by an admin user visit this page.
User Signup
1. Go to the CCS application link. On the login page, click on the SIGN UP link as marked in the image below.
2. Select the Registration Type (Company User, Individual) from the “Your registration type” dropdown and click on the CONTINUE button.
3. Provide the below personal information of the user in the respective fields and click on the CONTINUE button
a. First Name
b. Last Name
c. Email ID
d. Country code and Phone number
Note: The details provided in this step will be used for sending verification links
4. An appropriate password matching the below criteria should be entered in the
Password and Confirm Password fields. The password entered these two fields should match.
Password criteria:
a. At least 8 characters and a maximum of 16 characters
b. At least one number, one lower case, and one upper case character
c. At least one special character: [#!*&@ $^]%
Once the user enters the password in the two fields, theCONTINUE button will be enabled. Click on it.
5. A link to verify your email will be sent to the email id provided in step 4.
6. Open the verification mail from your inbox(of the email id provided in step 4). Click on activate account
7. User is navigated to the login page. Enter the credentials and click SIGN IN.
Login
1. In the login page of CCS application enter your credentials and click on the SIGN IN button.
2. User is navigated to the home page.
3. Incase user enters incorrect credentials in step 1, an error message appears on the screen, as depicted in the image. If the user enters incorrect credentials for more than 4 times, the account will be locked. In this case, the admin user can unlock the user, or the user can use forgot password option.
Forgot Password
On the login page of CCS application, click on the “Forgot Password?” link.
2. Enter Email ID or Username and click on NEXT button.
3. A verification link will be sent to the registered email id. In case you did not receive it, click on the RESEND LINK button. Click on the RESET PASSWORD button in the email
4. A message “Your email has been verified” is displayed. Enter the new password in Password and Confirm password fields and click on the RESET PASSWORD button.
Note: All the password criteria mentioned in the “User Signup” section are applicable here.
5. User will be navigated to the below page. A message “Your password is reset successfully” is displayed. Users can login using the credentials and click sign in.
Connect to a Company
1. Click on the CONNECT COMPANY button on the home page. The same option is present in the Workspace section of User Profile.
2. Provide the following details and click on the SEARCH button
Company Name - Partial name is sufficient (Mandatory field)
State/Province - Select from State/Province dropdown (Optional field)
Country - Select from Country dropdown (Optional field)
Company Email Domain (Optional field)
3. Click on the company name of the company you want to connect to
4. Click on YES button in the confirmation pop up
5. A message “Connect with company request sent to {Company Name} admin. Check your profile for updates” will be displayed on the home screen. An entry with PENDING status will be present in the Workspace page(Requested Workspace section) of the User Profile. This request needs to be approved by the Company Admin user.
User Profile
View User Profile
1. Click on the user icon in the top pane. Click on “My Profile” from the dropdown.
2. User will be navigated to the My Profile page. Users can use the left navigation bar to go to different pages and view the details
Users can see general information about their profile from this page. The add user button is will be present only for admin users.
Users can see details about the associated companies from this page.
Users can expand the Additional Workspace and Requested Workspace section to see more details
Users can see their rights and permissions in this section.
Any user-related documents uploaded will be shown here.
Change Password
Navigate to the Account Settings page using the left navigation bar.
Click on the CHANGE PASSWORD button
2. Enter the current password in the Old Password field
Enter the new password in New Password and Confirm New Password field.
Password entered in the two fields should match.
Password entered should match the below criteria
a. At least 8 characters and a maximum of 16 characters
b. At least one number, one lower case, and one upper case character
c. At least one special character: [#!*&@ $^]%
Click on CONFIRM button
3. A message “Password Successfully Changed” will be displayed. The user will now be able to login with the new password.
Edit profile
Users can edit the following details:
My Profile page: First Name, Last Name, Country Code, Phone Number
Documents: Add a new document.
To start editing, click on the EDIT icon at the bottom pane.
Once the EDIT button is clicked, the user can navigate only to My Profile , Documents and Account Settings page until the modifications are saved.
Edit My Profile
Navigate to the My Profile page using the left navigation bar.
Modify the required fields and click on SAVE button
Add new document
1. Navigate to the Documents page using the left navigation bar.
Click on “ADD NEW DOCUMENT”
2. Enter Document Name.
Click on UPLOAD DOCUMENT(MAX 10MB) and upload the required document.
3. Click on save .