Setting up your Emory account

How to setup the account initially By Super Admin/Organization Admin

What is company's account?

This is the primary account for your company from where all the operations will take place. This will be handled by the .....person who will have all the access.

How to set up the account?

The first step is setting up the company/organization account. Once you sign up for Emory, you will receive the login invite on your shared email id. You can log in through the invite and set up your password. It's important to choose a strong and unique password for your account and to keep it secure.

After successfully logging into your account here -

The next step is to fill in all the details in the following sections-

STEP 1: organization settings

STEP 2: Adding team members & assigning them roles

STEP 3: Setting up data pipelines - Bulk upload containers/items, signature fields etc.

These details are added mostly for the first time or if any upgradation is required. Please go through the next pages to find more details for each section.

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