Complete guide to setting up your BRANDED IAM client portal from the welcome email through your first login, security setup, and profile completion.
The BRANDED IAM client portal is your command center for everything related to your account. Setting it up correctly from the start — including enabling security features — ensures a smooth experience for you and your team.
Step 1: Accept Your Invitation
Within a few hours of signing up, you'll receive a portal invitation email from [email protected]. Click the Set Up Your Account button in the email. If you don't see it, check your spam folder and search for "BRANDED IAM portal."
Step 2: Set Your Password
Choose a strong, unique password — at least 12 characters with a mix of uppercase, lowercase, numbers, and symbols. Do not reuse a password from another service. A password manager like 1Password or Bitwarden makes this easy to manage.
Step 3: Enable Two-Factor Authentication
After your first login, you'll be prompted to set up 2FA. We strongly recommend completing this immediately:
- Download the Microsoft Authenticator or Google Authenticator app on your phone.
- Scan the QR code shown in the setup prompt with the app.
- Enter the 6-digit code to confirm it's working.
- Save your backup codes in a secure location (printed or in a password manager).
Step 4: Complete Your Business Profile
Go to Account → Business Profile and fill in your business name, address, phone number, and industry. This information appears on your invoices and helps your account manager understand your business context.
Step 5: Add Your Team
If others on your team need portal access, add them under Account → Team Members. See the article How to Add Team Members to Your Portal for details on roles and permissions.