Equals Portal is a suite of tools that can be used to manage your personal and business finances. In this article, we will show you how to login to Equals Portal, so that you can start using the tools.
How to login to Equals Portal
If you are a new user of Equals Portal, you will first need to create an account. Once you have logged in, you will be presented with the main menu. The first thing you should do is click on the 'Forgot Password?' link next to the login name field. You will then be prompted to enter your login name and password. If you have forgotten your password, please contact their support team at [email protected] for assistance.
How to create an account
If you are new to the Equals Portal, or if you have forgotten your login information, you can create an account by following these steps:
1. Navigate to the "Account" tab on the left-side menu.
2. Enter your name and email address in the appropriate fields, and click "Create Account".
3. You will be prompted to enter a password. Keep in mind that this is also your login credentials for the Equals Portal. Make sure you remember this information!
4. Click "Log In" to begin using the Equals Portal.
How to add a new employee
Adding a new employee to your Equals Portal is easy- just follow these steps:
1. Navigate to the Employees tab on your portal.
2. Select Add New Employee from the dropdown menu.
3. Enter the employee’s full name and email address in the relevant fields.
4. Click Submit at the bottom of the form to add the new employee to your portal.
How to update an employee information
If you would like to update an employee information on your Equals Portal site, please follow these steps:
1. Log into your Equals Portal site.
2. Click on the "People" tab at the top of the screen.
3. Click on the name of the employee you would like to update.
4. Under "Personal Info", click on the "Update Status" link.
5. Enter your new information in the fields provided and click on the "Update Status" button.
How to revoke an employee’s access
If an employee no longer needs access to the company’s data, you can revoke their login access by following these steps:
1. Log in to the Equals Portal using your user name and password.
2. Click on the Users tab.
3. Click on the employee’s name to open the Details page for that user.
4. On the Details page, click on the Revoke Login link next to the user’s name.
5. Follow the instructions on the screen to revoke access to the employee’s data.
How to manage password and security settings
Hello! In this blog post we will show you how to login to the Equals portal and manage your password and security settings. You will learn how to create a new password, change your password, and delete your account.
Conclusion
Equals Portal is a useful tool that can be used to manage and track employee time, assign tasks, and more. If you're having trouble logging in or finding the right information, read their guide to Equals Portal login procedures for help. Once you've logged in, be sure to check out the resources available on the site to learn more about using it effectively.