Set up your account

1 min readUpdated Aug 27, 2026AllHow ToSuggest edit

What this page is for:
 The invitee’s two-step setup from the email link.

Where: /auth/onboarding?token=…
 Browser title: Set up your account | Klaus Connect
 Badge: Step 1 of 2 / Step 2 of 2

Steps:

  1. Open the invite link. Loading: Checking your invite… Missing token: This invite link is missing its token. Ask your manager for a new one. Invalid: This invite link is invalid or expired. → Back to Sign In.

  2. Create your password — Welcome, {name}. Set a password for {email}. New password (At least 8 characters.) and Confirm password → Continue (Saving…).

  3. Your information — Fill in your contact details so your profile is ready to use. 

    • Name: First name, Last name (required)

    • Contact: Personal phone (required), Personal email (placeholder optional if work email is set), Office phone, Office extension

    • Home address: Street, City, State, Zip (all required)

  4. Finish setup (Saving…) then your default dashboard. Or Finish later (profile review may be required on next login: /portal/profile/profile-setting?review=1).

Related articles

Other guides in Getting Started

Was this page helpful?

Your feedback helps us improve the documentation.