Creating a Company Portal and First User Account

Article Summary

This article explains how to set up a Company Portal and the First User account settings, as well as how to register for Plus.Live.

User Account and Company Portal

To use Plus.Live, you need to create a  User Account and a Company Portal.

The first User that registers also creates the Company Portal. 

This User Account will automatically be the Administrator account to administer the Company Portal settings, and Plus.Live applications that your Company uses.

Warning: 

1. If you are registering as a User with Plus.Live, and you are not the first User in your Company to do so, please join your existing Company Portal via an invitation email.
   
2. It is important that you AVOID creating a new or additional Company Portal.
   

For information on how to join an existing Company Portal click here.

Registering for Plus.Live

To get started, click the Free Trial button on the Plus.Live Homepage. 

 This will open the registration page:

Password Info

1. Complete the fields.
   
2. Set a strong password requiring at least 8 Characters, one Uppercase, one Lower Case, one Number and one Special Character. 
   

Alternatively, you can use your Facebook, Google or Twitter login to Register User.

Company Portal

1. Once you have entered your User details, you will be asked to create a Company Portal name.
2. Enter a name that represents your Company. This name must be unique and  you will be advised if the name is already taken.
3. Complete your Company details and you will then be taken to the Plus.Live Subscription page where you can choose which products you would like to subscribe to. Make sure you scroll down to see all options. Note with FREE TRIAL you do not have to enter a Credit Card.
   

Plus.Live Application Trials

You can sign up to a Trial on all of our products by choosing the Trial plan when getting started.

Please refer to our specific product knowledge base articles and articles on Administrating Plus.Live to continue your journey. 

 

Verifying your Account:

Once subscribed, a verification email will be sent to your email address to verify your email account. 

Remember to check your Junk Email or Junk Filters if you don't receive the email after a minute.

Click on the link in the verification email, and your account will be verified. 

Warning:

If you don't verify your account, you won't be able to get back in once you log out. 

 Need further information?

Submit a ticket by sending an email to Support@Plus.Live or use the "Chat" option (note - only available within Plus.Live).

• Related Articles

• 1. Create Company Portal & User

  If this is your first Application within the Plus.Live portal, we first need to set up a Company Portal and Admin User, within Sales.Live. This is all done in the Plus.Live Portal, or "engine room" (screen dump below) and to get there, follow these ...

• 1. Create Company Portal & User

  If this is your first Application within the Plus.Live portal, we first need to set up a Company Portal and Admin User, for Snapshot.Live This is all done in the Plus.Live Portal, or "engine room" (screen dump below). To set this up follow these ...

• 1. Create Company Portal & User

  Welcome to Forecast.Live! If this is your first Application within the Plus.Live portal, we need to set up a Company Portal and Admin User, within Forecast.Live. This is all done in the Plus.Live Portal, or "engine room" (screen dump below).  This is ...

• How do I delete a User?

  How do I delete a User? All Users are maintained at the Portal level for Plus.Live, so if you go to 'Administration' this is where you setup and maintain Users. User groups are what defines which application (Snapshot or Sales or Forecast etc) the ...

• Setting up your First Cashflow Schedule

  Setting up a Cashflow within Forecast.Live is easy! In fact, because we’ve created a Data Connector between your Accounting and Forecast.Live, the real time Cashflow Forecast is ALSO QUICK to roll out.  Important:  To generate a Cashflow, ...