1. Register in the system
You will receive an email from Proactively, which includes a link to set up your password. For security, this link can only be used once and expires after 20 days.
Click the link and add a secure password with: at least 8 characters including lower case, upper case, numbers and/or symbols.
This password is linked to your work email address and will let you log into the mobile app and the Web Portal.
You are now in the Web Portal. If you look into the search bar you will see the web address.
your company name.proactively.io Bookmark this page so that you can find it again easily.
2. Go to the Web Portal
Enter the web address from above (your company name.proactively.io) into your browser (eg google chrome, safari etc) on any device – your phone, tablet or computer. Then log in with your email and password. This will open your home screen.
You could also visit our web site proactively.io and use the log in button, top right. Note: If you have forgotten your password, the log in screen has a ‘forgotten password’ link.
Note: You will only be able to see parts of the system for which you have ‘permission’. The different permissions are: Viewing and Actions, Admin and App Design. Permissions are given to ‘Users’ in the admin tab. They are shown in this Getting Started manual using the following pictures: