Set up your organization
The first sign-in for a new organization confirms its details, so currency, language, and time zone are right everywhere in the portal.
The first person to sign in for a new organization is asked to confirm its details before entering the portal. This happens once for the whole organization, so team members who join later go straight in. It is what sets the currency, language, and time zone the rest of the product uses.
The screen is titled Confirm your organization details, with the subtitle: "We pre-filled these from your sign-up and billing. Review them, adjust anything that's off, then confirm."
What the screen asks for
The form has two sections.
Company, described as "Your industry and registered postal address.", holds:
| Field | What it holds |
|---|---|
| Industry | The same five organization types offered at sign-up |
| Address line 1 and Address line 2 | Your street address |
| City | Your city |
| State / Province | Your state or province |
| Postal code | Your postal or ZIP code |
The address is pre-filled from the billing address you entered at checkout, and the industry from the organization type you chose at sign-up.
Localization, described as "The currency, language, and time zone for your workspace.", holds:
| Field | What it holds |
|---|---|
| Currency | The currency amounts are shown in across the portal |
| Language & region | The language the portal is displayed in |
| Time zone | Described on screen as "Used for scheduling, reports, and digest timing." |
The three localization fields are the required ones. The industry and address fields can be left empty, though filling them in keeps your record complete.
Confirm the details
Check the company section. Correct anything that came through wrong from sign-up or billing.
Set the three localization fields. Choose a Currency, a Language & region, and a Time zone. The time-zone list is long, so use its search box, which reads "Search time zones…". Each time zone is shown with its UTC offset.
Select Confirm and continue. The button shows Saving… while it works, then takes you to Home.
If something could not be saved, the form tells you "Some details couldn't be saved. Check the highlighted fields." and marks the fields to fix.
A Sign out link sits at the bottom of this screen. It is there in case you signed in with the wrong account.
What happens next
You land on Home, the portal's landing screen, titled QortexOS Pulse. Its signal cards read Awaiting data. Connecting a system is the next thing to do.