Introduction & New Account Setup

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1. Set Up Your Personal Profile

Start by personalizing your own user account to ensure your team knows who is contributing to the workspace.

1. Click your Profile Picture in the top right corner and select Settings.

2. Click Upload Photo to add a professional headshot, then click Save.
3. Verify your Email Address, Phone Number, and Position.
4. Manage Roles: In the roles section, toggle specific departments on or off to ensure you have access to the areas relevant to your job.
5. Click Update to save your changes.

2. Secure Your Account

Protect your company’s data by updating your security settings immediately.

1. Navigate to the Security tab.

2. Update your password and confirm it.
3. Enable Two-Factor Authentication (2FA): Follow the on-screen prompts to add an extra layer of protection to your login.

3. Configure Company General Settings

If you are an admin, you should set up the global workspace identity.

1. In the left-hand menu, under Company, select General.

2. Upload Company Logo: Add your official logo to brand your systemHUB workspace.
3. Troubleshooting: If your logo is a different size or won't upload, click the Help Desk icon in the bottom right corner to message the support team for assistance.
4. Localization: Ensure the Time Zone and Date Format are correct for your region.

4. Customize Workspace Styling

You can adjust the visual look of systemHUB to match your brand colors.

1. Go to the Styling section within Company settings.

2. Select a color scheme that matches your company logo, or leave it as the Default systemHUB blue.
3. Click Update to apply the style across the entire account for all users.