Introduction

The purpose of this article is to review the steps a client user must complete to log into isolved for the first time.

Authentication Email

A service bureau user initiates the steps to set up a client user role appropriate to the user's work role in isolved. Once the steps are complete, an automated email is sent to the client user.

The email includes a link to click and complete the authentication process
Note: You must use the most current link if the email was sent multiple times. The link can only be used once.

New User Account Setup

Once you click on the link, the New isolved User Registration screen appears. The Email is pre-filled and cannot be changed. Complete the following fields:

1.          Enter your First Name and Last Name.

2.         Enter your Mobile Phone Number. This is optional but recommended as it is used for text messages if you access isolved People Cloud from a different IP address or need to change your password.

Note: if you don't currently have access to your phone to receive text messages, adding this later to the My Account screen may be better. You are required to confirm both your email and phone number (if provided) during the registration process. 

3.         Create a strong Password. Requirements are as follows: passwords are a minimum of 12 characters (at least one lower case alpha [a-z], one upper case alpha [A-Z], one numeric [0-9], and one special character. Spaces are allowed to support the use of passphrases. Your password will not expire.

4.         Confirm Password. Re-enter the password entered in the previous field.

5.         Select a challenge question and answer.

6.        Confirm the answer.

7.         Click Create Account.

8.         When you click Create Account, a screen pops up, letting you know to watch for an email confirming your account. This is a critical step that cannot be skipped or ignored. You cannot access self-service if you do not confirm your account.

9.        Check your inbox for the confirmation email.

10.      Click the link to confirm. This takes you to a confirmation screen.
Note: If you entered a mobile phone number during account setup, the system sends a code to your phone, which must be entered on this screen. The code is valid for three minutes.

11.       Click Continue to isolved.

Clicking on Continue to isolved returns you to the login screen.

 The access provided within your account is based on the client user roles assigned by your service bureau.

Client User Access

Once your authentication is complete, please save the URL for future access.

·        Logging Off: Click on the drop-down menu under your name in the upper left-hand corner and select "Logout."

·        To Access isolved again: Click on the bookmarked URL and enter the following:

o   Username

o   Password

o   Click on Login

Note:

If you key an incorrect password five times, you are locked out of the system. A message appears after each incorrect attempt indicating the remaining number of attempts. After the fifth incorrect attempt, you are locked out of the system for 10 minutes. Once the 10 minutes have passed, click on the "Forgot Password" link and change your password. You may contact your company's administrator to unlock your account if you need access sooner.