Introduction to Your Account

Your JobWise Pro account holds your sign-in details, your security settings, and your appearance and notification preferences. One account can belong to several organizations, so the account stays separate from any organization you work in.

Create your account

Signing up creates your account and your first organization together.

1. Open Sign up.
2. Enter First name, Last name, Email, Business name, and Business phone. All of them are required.
   • Capitals and spaces around the address do not matter.
3. Enter a Password of at least 10 characters, with at least one letter and at least one number.
4. Click Get started free.

You are signed in, the organization exists, and the dashboard opens.

Full steps, including the terms checkbox, are in Create an account.

Sign in

Use the email and password from sign-up. Where you land depends on how many organizations you belong to.

1. Open Sign in.
2. Enter Email and Password.
3. Click Sign in.
   • With two-factor authentication enabled, the Two-Factor Authentication page asks for a six-digit code first.
   • Forgotten password: click Forgot password? and follow Reset your password.

One organization opens that organization. Any other number lands on the dashboard, which lists the organizations you belong to.

Every branch of the sign-in screen is covered in Sign in.

Verify your email address

Sign-up sends a verification email. Quotes, invoices, and payment processing stay unavailable until the address is verified.

1. Open the email from JobWise Pro.
2. Open the link it contains.

The address is verified. The browser lands on the dashboard when it is already signed in as that account, and on the sign-in page otherwise.

Resending the email and correcting the address are covered in Verify your email.

Change your email, password, or two-factor authentication

Account settings is a dialog rather than a page, so open it from the account menu at the bottom of the sidebar.

1. Click your name and avatar at the bottom of the sidebar.
2. Click Account.
3. Click the Security tab.

The tab shows three cards: Change Email, Change Password, and Two-Factor Authentication.

The first two cards are covered in Change your email or password. Enrolling an authenticator app is covered in Two-factor authentication.

What the account menu holds

The menu opens from your name and avatar at the bottom of the dashboard sidebar.

• Account: opens account settings on Profile, alongside the Security, Appearance, and Notifications tabs. Delete account sits at the bottom of Profile, covered in Delete your account.
• Notifications: opens the same settings on the notification preferences.
• Theme buttons: switch the app between the available themes.
• Sign out: ends the session and returns you to the home page.

One account, several organizations

Your email, password, and two-factor authentication apply to every organization you belong to. You join an additional organization by invitation from someone already in it, covered in Join an organization. Members and invitations for an organization you already belong to live in its team settings.